Civic Intelligence

Electrical Workers Health and Welfare Trust Fund Ibew Local 234

990 • Fiscal year 2014 • EIN 94-6250011

Jun 01, 2013 to May 31, 2014 • Filed on Dec 17, 2014

Organization ProfileN/A

View Organization Page

1731 Technology Dr Ste 570Suite95110

(408) 588-3768

Siviq Scores

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

Liabilities / Assets

85th percentile

0.46x

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.43x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

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.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

6.9%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,567,234

Up $231,398 (+6.9%) from 2013

Net Assets

Up

$1,933,843

Up $406,866 (+27%) from 2013

Liabilities

Down

$1,633,391

Down $175,468 (-9.7%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin70th percentile

Revenue

$3,756,036

No earlier filing loaded for comparison.

Expenses

Down

$3,348,199

Down $383,403 (-10%) from 2013

Net Income

$407,837

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$15M$10M$5.0M$0Assets 2011: $4,200,823Liabilities 2011: $2,237,767Net Assets 2011: $1,963,0562011Assets 2012: $3,009,241Liabilities 2012: $1,461,134Net Assets 2012: $1,548,1072012Assets 2013: $3,335,836Liabilities 2013: $1,808,859Net Assets 2013: $1,526,9772013Assets 2014: $3,567,234Liabilities 2014: $1,633,391Net Assets 2014: $1,933,8432014Assets 2015: $4,203,232Liabilities 2015: $1,790,897Net Assets 2015: $2,412,3352015Assets 2016: $5,632,594Liabilities 2016: $1,958,609Net Assets 2016: $3,673,9852016Assets 2017: $8,398,910Liabilities 2017: $3,258,057Net Assets 2017: $5,140,8532017Assets 2018: $9,304,908Liabilities 2018: $2,563,027Net Assets 2018: $6,741,8812018Assets 2019: $11,581,799Liabilities 2019: $3,130,032Net Assets 2019: $8,451,7672019Assets 2020: $11,424,129Liabilities 2020: $4,388,040Net Assets 2020: $7,036,0892020Assets 2021: $12,831,564Liabilities 2021: $5,272,626Net Assets 2021: $7,558,9382021Assets 2022: $13,137,351Liabilities 2022: $6,055,980Net Assets 2022: $7,081,3712022Assets 2023: $12,946,721Liabilities 2023: $6,309,952Net Assets 2023: $6,636,7692023Assets 2024: $13,251,687Liabilities 2024: $6,171,996Net Assets 2024: $7,079,6912024Assets 2025: $12,057,134Liabilities 2025: $6,809,622Net Assets 2025: $5,247,5122025

Highlighted filing

2014

Assets$3,567,234
Liabilities$1,633,391
Net Assets$1,933,843
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,364,0702011Revenue 2012: $3,016,882Expenses 2012: $3,427,870Net Income 2012: -$410,9882012Expenses 2013: $3,731,6022013Revenue 2014: $3,756,036Expenses 2014: $3,348,199Net Income 2014: $407,8372014Revenue 2015: $3,899,156Expenses 2015: $3,419,815Net Income 2015: $479,3412015Revenue 2016: $4,596,129Expenses 2016: $3,339,999Net Income 2016: $1,256,1302016Revenue 2017: $5,669,687Expenses 2017: $4,194,779Net Income 2017: $1,474,9082017Revenue 2018: $5,521,284Expenses 2018: $3,920,256Net Income 2018: $1,601,0282018Revenue 2019: $6,205,673Expenses 2019: $4,495,787Net Income 2019: $1,709,8862019Revenue 2020: $6,223,938Expenses 2020: $7,639,616Net Income 2020: -$1,415,6782020Revenue 2021: $7,288,942Expenses 2021: $6,766,093Net Income 2021: $522,8492021Revenue 2022: $7,247,540Expenses 2022: $7,647,983Net Income 2022: -$400,4432022Revenue 2023: $7,384,409Expenses 2023: $7,552,324Net Income 2023: -$167,9152023Revenue 2024: $5,822,432Expenses 2024: $5,758,381Net Income 2024: $64,0512024Revenue 2025: $6,822,841Expenses 2025: $8,895,606Net Income 2025: -$2,072,7652025

Highlighted filing

2014

Revenue$3,756,036
Expenses$3,348,199
Net Income$407,837
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Dec 17, 2014
Return Version
2013v3.1
Gross Receipts
$3,756,036
Mission and Program Overview

Mission

To provide health benefits to participants on whose behalf employers contribute in accordance with their collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,155,168$2,031,046▼ $124,122
Rtn Earn Endowment Incm Other Fnds$1,526,977$1,933,843▲ $406,866
Cash and Non-Interest-Bearing Accounts$446,755$996,844▲ $550,089
Accounts Receivable$728,980$537,512▼ $191,468
Prepaid Expenses and Deferred Charges$4,933$1,832▼ $3,101
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,335,836$3,567,234▲ $231,398
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,737,332$1,542,776▼ $194,556
Accounts Payable and Accrued Expenses$71,527$90,615▲ $19,088
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,808,859$1,633,391▼ $175,468
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,526,977$1,933,843▲ $406,866
Total Liabilities and Net Assets / Fund Balance$3,335,836$3,567,234▲ $231,398
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Andrew HartmannTrustee
Frederick JensenTrustee
Jerri ChamplinTrustee
Mike IhnotTrustee
Paul LauesenTrustee
Stefan MarceronTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Standford Hospital ClinicsMedical Provider-$305,285
Comm Hospital Of The Monterey PeniMedical Provider-$294,263
County Of MontereyMedical Provider-$269,126
Benesys INCAdministrative Srvcs-$126,491
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,641,739
Investment Income
$17,476
Other Revenue
$96,821
Change in Net Assets
$407,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,755,065
Revenue Not Reported on Financial Statements
$971
Other Revenue Adjustments
$971
Total Revenue per Audited Statements
$3,755,065
Total Revenue per Form 990
$3,756,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,946
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---$3,080,253
Fees for Services Management---$126,491
Fees for Services Accounting---$53,994
Fees for Services Other---$35,630
Office Expenses---$25,775
Fees for Services Legal---$16,310
Other Expenses---$3,644
Insurance---$3,603
Information Technology---$2,180
Conferences and Meetings---$319
Total Functional Expenses$0$0$0$3,348,199

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,348,199
Total Expenses per Audited Statements$3,348,199
Total Expenses per Form 990$3,348,199
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$1,542,776
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A - LINE 8B:

“THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE PLAN'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE PLAN'S THIRD PARTY ADMINISTRATOR FOR REVIEW; THE CO-CHAIRS ARE THEN GIVEN THE RETURN FOR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST. PART VI, SECTION B - LINE 12C: THE BOARD OF TRUSTEES MEET QUARTERLY AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THESE MEETINGS. PART VI, SECTION C - LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. part vii - compensation of offiders, directors, trustees: compensation paid to trustees who are employed by a not-for-profit employer is properly reported on that entity's annual tax filings.”

Filing and Contact Details

Filer

EIN
94-6250011
In Care Of
% ABIGAIL MODELOWITZ
Phone
4085883768

Signing Officer

Name
Abigail Modelowitz
Title
Administrative Manager
Phone
4085883768
Signed
2014-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
andy hartmann
Formed
1971
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Miller Kaplan Arase LLP
Phone
4085883768
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“THE plan HAS ADOPTED GUIDANCE ON ACCOUNTING FOR uncertainty IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE plan ADMINISTRATOR BELIEVES THAT THE FUND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. AS OF MAY 31, 2014, INFORMATION RETURNS SUBSEQUENT TO 2010 ARE SUBJECT TO EXAMINATION BY AUTHORITIES. Part xi, line 4b: unrealized loss on investments $971”

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.

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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-971
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt025775
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEDICAL ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1FEES & REIMBURSEMENTS
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt13644
IRS990/OtherLiabilitiesGrp/BOYAmt01737332
IRS990/OtherLiabilitiesGrp/EOYAmt01542776
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt096821
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt096821
IRS990/OtherRevenueTotalAmt096821
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04933
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01832
IRS990/PrincipalOfficerNm0andy hartmann
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03302581
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1339158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03302581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1339158
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03441505
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023702
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0290097
IRS990/PYOtherRevenueAmt056166
IRS990/PYProgramServiceRevenueAmt03634453
IRS990/PYRevenuesLessExpensesAmt0-17281
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03731602
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03714321
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0407837
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01526977
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01933843
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02155168
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02031046
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03348199
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01542776
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0971
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0971
IRS990ScheduleD/RevenueSubtotalAmt03755065
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE plan HAS ADOPTED GUIDANCE ON ACCOUNTING FOR uncertainty IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE plan ADMINISTRATOR BELIEVES THAT THE FUND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. AS OF MAY 31, 2014, INFORMATION RETURNS SUBSEQUENT TO 2010 ARE SUBJECT TO EXAMINATION BY AUTHORITIES. Part xi, line 4b: unrealized loss on investments $971
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt03348199
IRS990ScheduleD/TotalLiabilityAmt01542776
IRS990ScheduleD/TotalRevenuePerForm990Amt03756036
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03755065
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03348199
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE PLAN'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE PLAN'S THIRD PARTY ADMINISTRATOR FOR REVIEW; THE CO-CHAIRS ARE THEN GIVEN THE RETURN FOR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST. PART VI, SECTION B - LINE 12C: THE BOARD OF TRUSTEES MEET QUARTERLY AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THESE MEETINGS. PART VI, SECTION C - LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. part vii - compensation of offiders, directors, trustees: compensation paid to trustees who are employed by a not-for-profit employer is properly reported on that entity's annual tax filings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A - LINE 8B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10see PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10see PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10see PART VII
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0TAXABLE AS A PARTNERSHIP AND CORPORATION OR TRUST: the list of contributing employers, by entity type is not available at the administrative office; if you have specific questions, please contact the administrative office.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0parts II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS,
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03335836
IRS990/TotalAssetsEOYAmt03567234
IRS990/TotalAssetsGrp/BOYAmt03335836
IRS990/TotalAssetsGrp/EOYAmt03567234
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03348199
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01808859
IRS990/TotalLiabilitiesEOYAmt01633391
IRS990/TotalLiabilitiesGrp/BOYAmt01808859
IRS990/TotalLiabilitiesGrp/EOYAmt01633391
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01526977
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01933843
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03641739
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017476
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03738560
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03756036
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03335836
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03567234
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101731 TECHNOLOGY DR STE 570
IRS990/USAddress/City0SAN JOSE
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095110
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ABIGAIL MODELOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrative Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum04085883768
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ELECTRICAL WORKERS HEALTH AND WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ELEC
ReturnHeader/Filer/EIN0946250011
ReturnHeader/Filer/InCareOfNm0% ABIGAIL MODELOWITZ
ReturnHeader/Filer/PhoneNum04085883768

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,567,234
Liabilities
$1,633,391
Net assets
$1,933,843
Revenue
$3,756,036
Expenses
$3,348,199
Net income
$407,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.1$6.81$5.25$6.82$8.90$2.07
2024Detailed filing. Detailed filing data is available for this year.$13.3$6.17$7.08$5.82$5.76$0.06
2023Detailed filing. Detailed filing data is available for this year.$12.9$6.31$6.64$7.38$7.55$0.17
2022Detailed filing. Detailed filing data is available for this year.$13.1$6.06$7.08$7.25$7.65$0.40
2021Detailed filing. Detailed filing data is available for this year.$12.8$5.27$7.56$7.29$6.77$0.52
2020Detailed filing. Detailed filing data is available for this year.$11.4$4.39$7.04$6.22$7.64$1.42
2019Detailed filing. Detailed filing data is available for this year.$11.6$3.13$8.45$6.21$4.50$1.71
2018Detailed filing. Detailed filing data is available for this year.$9.30$2.56$6.74$5.52$3.92$1.60
2017Detailed filing. Detailed filing data is available for this year.$8.40$3.26$5.14$5.67$4.19$1.47
2016Detailed filing. Detailed filing data is available for this year.$5.63$1.96$3.67$4.60$3.34$1.26
2015Detailed filing. Detailed filing data is available for this year.$4.20$1.79$2.41$3.90$3.42$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.57$1.63$1.93$3.76$3.35$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$1.81$1.53$3.73
2012Summary only. Only limited summary data is available for this year.$3.01$1.46$1.55$3.02$3.43$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$2.24$1.96$3.36