Civic Intelligence

Ua Local 467 Health and Welfare Trust Fund

990 • Fiscal year 2017 • EIN 94-6415220

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileN/A

View Organization Page

6800 Santa Teresa Blvd No 100San Jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.37x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.63x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

55th percentile

6.5%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

18%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$45,434,178

Up $8,637,012 (+23%) from 2016

Net Assets

Up

$28,641,131

Up $4,894,296 (+21%) from 2016

Liabilities

Up

$16,793,047

Up $3,742,716 (+29%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin55th percentile

Revenue

Up

$26,525,180

Up $4,087,945 (+18%) from 2016

Expenses

Up

$24,796,969

Up $5,678,150 (+30%) from 2016

Net Income

Down

$1,728,211

Down $1,590,205 (-48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$80M$60M$40M$20M$0Assets 2010: $16,213,426Liabilities 2010: $6,054,613Net Assets 2010: $10,158,8132010Assets 2011: $17,859,816Liabilities 2011: $5,848,781Net Assets 2011: $12,011,0352011Assets 2012: $21,218,076Liabilities 2012: $7,563,974Net Assets 2012: $13,654,1022012Assets 2013: $24,604,222Liabilities 2013: $8,761,286Net Assets 2013: $15,842,9362013Assets 2014: $27,468,713Liabilities 2014: $9,259,774Net Assets 2014: $18,208,9392014Assets 2015: $31,530,689Liabilities 2015: $12,184,325Net Assets 2015: $19,346,3642015Assets 2016: $36,797,166Liabilities 2016: $13,050,331Net Assets 2016: $23,746,8352016Assets 2017: $45,434,178Liabilities 2017: $16,793,047Net Assets 2017: $28,641,1312017Assets 2018: $44,819,630Liabilities 2018: $16,286,652Net Assets 2018: $28,532,9782018Assets 2019: $51,270,368Liabilities 2019: $16,868,067Net Assets 2019: $34,402,3012019Assets 2020: $55,466,981Liabilities 2020: $18,578,018Net Assets 2020: $36,888,9632020Assets 2021: $57,950,683Liabilities 2021: $19,255,452Net Assets 2021: $38,695,2312021Assets 2022: $59,271,196Liabilities 2022: $16,052,235Net Assets 2022: $43,218,9612022Assets 2023: $66,925,201Liabilities 2023: $16,000,745Net Assets 2023: $50,924,4562023Assets 2024: $72,796,637Liabilities 2024: $13,125,007Net Assets 2024: $59,671,6302024

Highlighted filing

2017

Assets$45,434,178
Liabilities$16,793,047
Net Assets$28,641,131
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$40M$20M$0-$20MRevenue 2010: $14,027,819Expenses 2010: $13,171,357Net Income 2010: $856,4622010Revenue 2011: $13,912,756Expenses 2011: $12,248,939Net Income 2011: $1,663,8172011Revenue 2012: $19,343,619Expenses 2012: $16,574,675Net Income 2012: $2,768,9442012Revenue 2013: $17,385,636Expenses 2013: $17,368,903Net Income 2013: $16,7332013Revenue 2014: $19,494,697Expenses 2014: $18,062,298Net Income 2014: $1,432,3992014Revenue 2015: $20,644,302Expenses 2015: $19,319,577Net Income 2015: $1,324,7252015Revenue 2016: $22,437,235Expenses 2016: $19,118,819Net Income 2016: $3,318,4162016Revenue 2017: $26,525,180Expenses 2017: $24,796,969Net Income 2017: $1,728,2112017Revenue 2018: $32,254,358Expenses 2018: $31,288,398Net Income 2018: $965,9602018Revenue 2019: $34,047,497Expenses 2019: $32,284,847Net Income 2019: $1,762,6502019Revenue 2020: $31,092,803Expenses 2020: $30,535,903Net Income 2020: $556,9002020Revenue 2021: $34,021,536Expenses 2021: $35,239,769Net Income 2021: -$1,218,2332021Revenue 2022: $35,568,695Expenses 2022: $26,656,561Net Income 2022: $8,912,1342022Revenue 2023: $39,000,136Expenses 2023: $34,930,153Net Income 2023: $4,069,9832023Revenue 2024: $37,819,582Expenses 2024: $32,500,226Net Income 2024: $5,319,3562024

Highlighted filing

2017

Revenue$26,525,180
Expenses$24,796,969
Net Income$1,728,211
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$30,525,180
Mission and Program Overview

Mission

NONE

SEE PART III LINE 4A

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,746,835$28,641,131▲ $4,894,296
Investments in Publicly Traded Securities$19,624,922$22,195,801▲ $2,570,879
Cash and Non-Interest-Bearing Accounts$10,115,262$12,488,368▲ $2,373,106
Savings and Temporary Cash Investments$4,879,024$7,682,713▲ $2,803,689
Accounts Receivable$2,160,855$2,996,845▲ $835,990
Prepaid Expenses and Deferred Charges$2,345$3,502▲ $1,157
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$36,797,166$45,434,178▲ $8,637,012
Other Assets Total$14,758$66,949▲ $52,191
Liabilities
Other Liabilities$10,181,709$12,943,238▲ $2,761,529
Accounts Payable and Accrued Expenses$2,868,622$3,849,809▲ $981,187
Total Liabilities$13,050,331$16,793,047▲ $3,742,716
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,746,835$28,641,131▲ $4,894,296
Total Liabilities and Net Assets / Fund Balance$36,797,166$45,434,178▲ $8,637,012
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Daniel LarattTrustee
Eric TassioTrustee
Gary SaundersTrustee
Ken WestphalTrustee
Mark BurriTrustee
Michael VlamingTrustee
Pete DufaultTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Administrative ServicesAdministrator6800 SANTA TERESA BLVD, San Jose, CA 95119$258,715
Blue CrossClaims Administration2121 N CALIFORNIA BLVD, Walnut Creek, CA 94596$136,091
Delta DentalClaims Administration100 FIRST STREET, San Francisco, CA 94105$108,412
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,133,191
Investment Income
$317,767
Other Revenue
$74,222
Change in Net Assets
$1,728,211

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,525,180
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,232,778
Total Revenue per Audited Statements
$28,757,958
Total Revenue per Form 990
$26,525,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,023,755
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---$23,773,214
Fees for Services Management---$335,453
All Other Expenses---$131,151
Other Expenses---$93,000
Fees for Services Accounting---$73,499
Fees for Service Investment Mgmnt Fees---$33,645
Fees for Services Legal---$15,172
Insurance---$10,663
Conferences and Meetings---$5,045
Total Functional Expenses$0$0$0$24,796,969

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,796,969
Total Expenses per Audited Statements$24,796,969
Total Expenses per Form 990$24,796,969
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
Self-funded Benefit Claims Payable$3,616,986
Bank of Hours Liability$3,361,000
Supplemental Extended Reserve Liability$2,253,947
Group Insurance Premiums Payable$1,924,893
Vacation Benefits Payable$1,035,412
Claims Incurred But Not Reported$751,000
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 officers, directors, trustees, or key employees to the contract administrator.”

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

“Trustees are mailed the form and asked to remark if they have changes.”

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

“The entity monitors and enforces compliance with the conflict of interest policy at the trust fund meetings.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
U a Local No 467
EIN
94-6415220
Phone
4082884400
Address
6800 SANTA TERESA BLVD NO 100, SAN JOSE, CA 95119

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
4082884400
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Vavrinek Trine Day & Co Llp
Address
1900 S NORFOLK STREET SUITE 225, SAN MATEO, CA 94403
Preparer
Melissa Evjenth
Phone
9094664410
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer from ua local 467 vacation trust fund 933,307.”

FORM 990, PART XI, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”

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 trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability.”

Raw XML AppendixShowing 400 of 432 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/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026133191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026133191
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018228697
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0314361
IRS990/PYOtherExpensesAmt0890122
IRS990/PYOtherRevenueAmt064593
IRS990/PYProgramServiceRevenueAmt022058281
IRS990/PYRevenuesLessExpensesAmt03318416
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019118819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022437235
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01728211
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023746835
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028641131
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04879024
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07682713
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt024796969
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02232778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03616986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11924893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23361000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3751000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt42253947
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51035412
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2BANK OF HOURS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SUPPLEMENTAL EXTENDED RESERVE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt02232778
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt026525180
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024796969
IRS990ScheduleD/TotalLiabilityAmt012943238
IRS990ScheduleD/TotalRevenuePerForm990Amt026525180
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028757958
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024796969
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE MAILED THE FORM AND ASKED TO REMARK IF THEY HAVE CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE TRUST FUND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER FROM UA LOCAL 467 VACATION TRUST FUND 933,307.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UA LOCAL 467 VACATION TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UA LOCAL 467 DEFINED CONTRIBUTION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2UA LOCAL 467 DEFINED BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0776018224
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1776007903
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2942353807
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01120 SOUTH BASCOM AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11120 SOUTH BASCOM AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21120 SOUTH BASCOM AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095218
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195218
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd295218
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036797166
IRS990/TotalAssetsEOYAmt045434178
IRS990/TotalAssetsGrp/BOYAmt036797166
IRS990/TotalAssetsGrp/EOYAmt045434178
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024796969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013050331
IRS990/TotalLiabilitiesEOYAmt016793047
IRS990/TotalLiabilitiesGrp/BOYAmt013050331
IRS990/TotalLiabilitiesGrp/EOYAmt016793047
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023746835
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028641131
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt026133191
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0272967
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026252213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026525180
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036797166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045434178
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD NO 100
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095119
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,434,178
Liabilities
$16,793,047
Net assets
$28,641,131
Revenue
$26,525,180
Expenses
$24,796,969
Net income
$1,728,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.8$13.1$59.7$37.8$32.5$5.32
2023Detailed filing. Detailed filing data is available for this year.$66.9$16.0$50.9$39.0$34.9$4.07
2022Detailed filing. Detailed filing data is available for this year.$59.3$16.1$43.2$35.6$26.7$8.91
2021Detailed filing. Detailed filing data is available for this year.$58.0$19.3$38.7$34.0$35.2$1.22
2020Detailed filing. Detailed filing data is available for this year.$55.5$18.6$36.9$31.1$30.5$0.56
2019Detailed filing. Detailed filing data is available for this year.$51.3$16.9$34.4$34.0$32.3$1.76
2018Detailed filing. Detailed filing data is available for this year.$44.8$16.3$28.5$32.3$31.3$0.97
2017Detailed filing. Detailed filing data is available for this year.$45.4$16.8$28.6$26.5$24.8$1.73
2016Detailed filing. Detailed filing data is available for this year.$36.8$13.1$23.7$22.4$19.1$3.32
2015Detailed filing. Detailed filing data is available for this year.$31.5$12.2$19.3$20.6$19.3$1.32
2014Detailed filing. Detailed filing data is available for this year.$27.5$9.26$18.2$19.5$18.1$1.43
2013Detailed filing. Detailed filing data is available for this year.$24.6$8.76$15.8$17.4$17.4$0.02
2012Summary only. Only limited summary data is available for this year.$21.2$7.56$13.7$19.3$16.6$2.77
2011Summary only. Only limited summary data is available for this year.$17.9$5.85$12.0$13.9$12.2$1.66
2010Summary only. Only limited summary data is available for this year.$16.2$6.05$10.2$14.0$13.2$0.86