Civic Intelligence

Ua Local 467 Health and Welfare Trust Fund

990 • Fiscal year 2018 • EIN 94-6415220

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

84th percentile

0.36x

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

43rd percentile

3.0%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

22%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$44,819,630

Down $614,548 (-1.4%) from 2017

Net Assets

Down

$28,532,978

Down $108,153 (-0.4%) from 2017

Liabilities

Down

$16,286,652

Down $506,395 (-3.0%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin43rd percentile

Revenue

Up

$32,254,358

Up $5,729,178 (+22%) from 2017

Expenses

Up

$31,288,398

Up $6,491,429 (+26%) from 2017

Net Income

Down

$965,960

Down $762,251 (-44%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2018

Assets$44,819,630
Liabilities$16,286,652
Net Assets$28,532,978
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$32,254,358
Expenses$31,288,398
Net Income$965,960
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$36,254,358
Mission and Program Overview

Mission

NONE

SEE PART III LINE 4A

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$28,641,131$28,532,978▼ $108,153
Investments in Publicly Traded Securities$22,195,801$24,397,438▲ $2,201,637
Cash and Non-Interest-Bearing Accounts$12,488,368$8,903,689▼ $3,584,679
Savings and Temporary Cash Investments$7,682,713$8,015,850▲ $333,137
Accounts Receivable$2,996,845$3,265,150▲ $268,305
Prepaid Expenses and Deferred Charges$3,502$7,960▲ $4,458
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$45,434,178$44,819,630▼ $614,548
Other Assets Total$66,949$229,543▲ $162,594
Liabilities
Other Liabilities$12,943,238$14,129,670▲ $1,186,432
Accounts Payable and Accrued Expenses$3,849,809$2,156,982▼ $1,692,827
Total Liabilities$16,793,047$16,286,652▼ $506,395
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,641,131$28,532,978▼ $108,153
Total Liabilities and Net Assets / Fund Balance$45,434,178$44,819,630▼ $614,548
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$293,370
Blue CrossClaims Administration2121 N CALIFORNIA BLVD, Walnut Creek, CA 94596$136,910
Delta DentalClaims Administration100 FIRST STREET, San Francisco, CA 94105$106,736
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,548,513
Investment Income
$430,592
Other Revenue
$275,253
Change in Net Assets
$965,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,221,807
Revenue Not Reported on Financial Statements
$32,551
Revenue Not Reported on Form 990
$-1,074,113
Total Revenue per Audited Statements
$31,147,694
Total Revenue per Form 990
$32,254,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,096,726
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---$30,191,672
Fees for Services Management---$370,108
All Other Expenses---$140,284
Other Expenses---$96,000
Fees for Services Accounting---$64,268
Fees for Service Investment Mgmnt Fees---$32,551
Insurance---$24,466
Fees for Services Legal---$13,963
Conferences and Meetings---$5,230
Total Functional Expenses$0$0$0$31,288,398

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$31,288,398
Expenses per Audited Statements$30,069,415
Total Expenses per Audited Statements$30,069,415
Expenses Not Reported on Financial Statements$1,218,983
Other Expense Adjustments$1,186,432
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
Bank of Hours Liability$4,312,000
Self-funded Benefit Claims Payable$2,975,345
Supplemental Extended Reserve Liability$2,868,626
Group Insurance Premiums Payable$1,655,942
Vacation Benefits Payable$1,177,757
Claims Incurred But Not Reported$1,140,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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

“Chair and co-chair review the form”

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
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
37
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Terri Montgomery
Phone
9254804000
Supplemental Narrative

Additional Explanations

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.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 1,186,432.”

Raw XML AppendixShowing 400 of 437 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/PrepaidExpensesDefrdChargesGrp/EOYAmt07960
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031548513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031548513
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt023773214
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0317767
IRS990/PYOtherExpensesAmt01023755
IRS990/PYOtherRevenueAmt074222
IRS990/PYProgramServiceRevenueAmt026133191
IRS990/PYRevenuesLessExpensesAmt01728211
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024796969
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026525180
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0965960
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028641131
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028532978
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07682713
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08015850
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01218983
IRS990ScheduleD/ExpensesSubtotalAmt030069415
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032551
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032551
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1074113
IRS990ScheduleD/OtherExpensesNotIncludedAmt01186432
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02975345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11655942
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24312000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31140000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt42868626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51177757
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/RevenueNotReportedAmt0-1074113
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032551
IRS990ScheduleD/RevenueSubtotalAmt032221807
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/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 1,186,432.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt031288398
IRS990ScheduleD/TotalLiabilityAmt014129670
IRS990ScheduleD/TotalRevenuePerForm990Amt032254358
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031147694
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt030069415
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/ExplanationTxt1CHAIR AND CO-CHAIR REVIEW THE FORM
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/ExplanationTxt4THE 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 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt045434178
IRS990/TotalAssetsEOYAmt044819630
IRS990/TotalAssetsGrp/BOYAmt045434178
IRS990/TotalAssetsGrp/EOYAmt044819630
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/TotalAmt031288398
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016793047
IRS990/TotalLiabilitiesEOYAmt016286652
IRS990/TotalLiabilitiesGrp/BOYAmt016793047
IRS990/TotalLiabilitiesGrp/EOYAmt016286652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028641131
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028532978
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt031548513
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0430592
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031823766
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032254358
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt045434178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044819630
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt06800 SANTA TERESA BLVD NO 100
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095119
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,819,630
Liabilities
$16,286,652
Net assets
$28,532,978
Revenue
$32,254,358
Expenses
$31,288,398
Net income
$965,960
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