Civic Intelligence

Electrical Workers Health and Welfare Trust Fund Ibew Local 234

990 • Fiscal year 2015 • EIN 94-6250011

Jun 01, 2014 to May 31, 2015 • Filed on Dec 15, 2015

Organization ProfileN/A

View Organization Page

1731 Technology Dr Ste 570San Jose, CA 95110

(408) 588-3768

Siviq Scores

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

Liabilities / Assets

84th percentile

0.43x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.46x

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

3.8%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$4,203,232

Up $635,998 (+18%) from 2014

Net Assets

Up

$2,412,335

Up $478,492 (+25%) from 2014

Liabilities

Up

$1,790,897

Up $157,506 (+9.6%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin71st percentile

Revenue

Up

$3,899,156

Up $143,120 (+3.8%) from 2014

Expenses

Up

$3,419,815

Up $71,616 (+2.1%) from 2014

Net Income

Up

$479,341

Up $71,504 (+18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2015

Assets$4,203,232
Liabilities$1,790,897
Net Assets$2,412,335
Open 2015 Filing

Operations Trend

Revenue Growth53rd 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

2015

Revenue$3,899,156
Expenses$3,419,815
Net Income$479,341
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Dec 15, 2015
Return Version
2014v5.0
Gross Receipts
$3,899,156
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
Rtn Earn Endowment Incm Other Fnds$1,933,843$2,412,335▲ $478,492
Savings and Temporary Cash Investments$2,031,046$1,886,597▼ $144,449
Cash and Non-Interest-Bearing Accounts$996,844$1,768,435▲ $771,591
Accounts Receivable$537,512$538,134▲ $622
Prepaid Expenses and Deferred Charges$1,832$10,066▲ $8,234
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$3,567,234$4,203,232▲ $635,998
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,542,776$1,722,710▲ $179,934
Accounts Payable and Accrued Expenses$90,615$68,187▼ $22,428
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$1,633,391$1,790,897▲ $157,506
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,933,843$2,412,335▲ $478,492
Total Liabilities and Net Assets / Fund Balance$3,567,234$4,203,232▲ $635,998
Compensation and Service Providers
Top Officer Pay53rd 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 ProviderPO BOX 742188, Los Angeles, CA 90074$487,163
Comm Hospital Of The Monterey PeniMedical ProviderPO BOX 39000 DEPT 33290, San Francisco, CA 94139$410,113
Dignity HealthMedical ProviderPO BOX 748450, Los Angeles, CA 90074$149,669
Palo Alto Medical Foundationmedical providerPO BOX 742867, Los Angeles, CA 90074$134,541
Benesys INCAdministrative Srvcs1731 TECHNOLOGY DR STE 570, San Jose, CA 95110$131,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,801,893
Investment Income
$15,927
Other Revenue
$81,336
Change in Net Assets
$479,341

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,899,156
Revenue Not Reported on Form 990
$-849
Total Revenue per Audited Statements
$3,898,307
Total Revenue per Form 990
$3,899,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,334
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---$3,173,481
Fees for Services Management---$131,000
Fees for Services Other---$35,550
Fees for Services Legal---$22,131
Fees for Services Accounting---$13,874
Office Expenses---$13,516
Other Expenses---$2,435
Information Technology---$2,180
Insurance---$1,366
Conferences and Meetings---$474
Total Functional Expenses$0$0$0$3,419,815

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,419,815
Total Expenses per Audited Statements$3,419,815
Total Expenses per Form 990$3,419,815
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$1,722,710
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 fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE fund'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE fund'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 fund MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. part vii - compensation of officers, 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

Filer Name
Electrical Workers Health and Welfare
EIN
94-6250011
In Care Of
% ABIGAIL MODELOWITZ
Phone
4085883768
Address
1731 TECHNOLOGY DR STE 570, SAN JOSE, CA 95110

Signing Officer

Name
Abigail Modelowitz
Title
assistant plan manager
Phone
4085883768
Signed
2015-12-15
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

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Miller Kaplan Arase Llp
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“THE fund 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, 2015, INFORMATION RETURNS SUBSEQUENT TO 2011 WERE SUBJECT TO EXAMINATION BY AUTHORITIES.”

Raw XML AppendixShowing 400 of 425 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt090615
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt068187
IRS990/AccountsReceivableGrp/BOYAmt0537512
IRS990/AccountsReceivableGrp/EOYAmt0538134
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt03173481
IRS990/BooksInCareOfDetail/PersonNm0ABIGAIL MODELOWITZ
IRS990/BooksInCareOfDetail/PhoneNum04085883768
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01731 TECHNOLOGY DR STE 570
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0996844
IRS990/CashNonInterestBearingGrp/EOYAmt01768435
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0474
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0487163
IRS990/ContractorCompensationGrp/CompensationAmt1410113
IRS990/ContractorCompensationGrp/CompensationAmt2149669
IRS990/ContractorCompensationGrp/CompensationAmt3131000
IRS990/ContractorCompensationGrp/CompensationAmt4134541
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 742188
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 39000 DEPT 33290
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 748450
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31731 TECHNOLOGY DR STE 570
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 742867
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN JOSE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090074
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194139
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd290074
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd395110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd490074
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0STANDFORD HOSPITAL CLINICS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1COMM HOSPITAL OF THE MONTEREY PENI
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2DIGNITY HEALTH
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3BENESYS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4PALO ALTO MEDICAL FOUNDATION
IRS990/ContractorCompensationGrp/ServicesDesc0MEDICAL PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc1MEDICAL PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc2MEDICAL PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc3ADMINISTRATIVE SRVCS
IRS990/ContractorCompensationGrp/ServicesDesc4medical provider
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt03173481
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015927
IRS990/CYOtherExpensesAmt0246334
IRS990/CYOtherRevenueAmt081336
IRS990/CYProgramServiceRevenueAmt03801893
IRS990/CYRevenuesLessExpensesAmt0479341
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03419815
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03899156
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt013874
IRS990/FeesForServicesLegalGrp/TotalAmt022131
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0131000
IRS990/FeesForServicesOtherGrp/TotalAmt035550
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0FREDERICK JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL LAUESEN
IRS990/Form990PartVIISectionAGrp/PersonNm2JERRI CHAMPLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREW HARTMANN
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE IHNOT
IRS990/Form990PartVIISectionAGrp/PersonNm5STEFAN MARCERON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03899156
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02180
IRS990/InsuranceGrp/TotalAmt01366
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt015927
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015927
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt079
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01933843
IRS990/NetAssetsOrFundBalancesEOYAmt02412335
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-849
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt013516
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ACA FEES
IRS990/OtherExpensesGrp/Desc1DRUG SCREENING FEES
IRS990/OtherExpensesGrp/Desc2MEDICAL ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/TotalAmt019973
IRS990/OtherExpensesGrp/TotalAmt13835
IRS990/OtherExpensesGrp/TotalAmt22435
IRS990/OtherLiabilitiesGrp/BOYAmt01542776
IRS990/OtherLiabilitiesGrp/EOYAmt01722710
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt081336
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt081336
IRS990/OtherRevenueTotalAmt081336
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/BOYAmt01832
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010066
IRS990/PrincipalOfficerNm0andy hartmann
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03442000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1359893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03442000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1359893
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03080253
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017476
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0267946
IRS990/PYOtherRevenueAmt096821
IRS990/PYProgramServiceRevenueAmt03641739
IRS990/PYRevenuesLessExpensesAmt0407837
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03348199
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03756036
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0479341
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/BOYAmt01933843
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02412335
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02031046
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01886597
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03419815
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01722710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-849
IRS990ScheduleD/RevenueSubtotalAmt03899156
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE fund 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, 2015, INFORMATION RETURNS SUBSEQUENT TO 2011 WERE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt03419815
IRS990ScheduleD/TotalLiabilityAmt01722710
IRS990ScheduleD/TotalRevenuePerForm990Amt03899156
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03898307
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03419815
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE fund'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE fund'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 fund MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. part vii - compensation of officers, 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/BusinessNameLine1Txt0see PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0see PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0see 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/TransferFromOtherOrgInd0false
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/TotalAssetsBOYAmt03567234
IRS990/TotalAssetsEOYAmt04203232
IRS990/TotalAssetsGrp/BOYAmt03567234
IRS990/TotalAssetsGrp/EOYAmt04203232
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03419815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01633391
IRS990/TotalLiabilitiesEOYAmt01790897
IRS990/TotalLiabilitiesGrp/BOYAmt01633391
IRS990/TotalLiabilitiesGrp/EOYAmt01790897
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01933843
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02412335
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03801893
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015927
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03883229
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03899156
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03567234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04203232
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01731 TECHNOLOGY DR STE 570
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095110
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ABIGAIL MODELOWITZ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,203,232
Liabilities
$1,790,897
Net assets
$2,412,335
Revenue
$3,899,156
Expenses
$3,419,815
Net income
$479,341
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