Civic Intelligence

Ua Local No 159

990 • Fiscal year 2019 • EIN 94-6430804

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 19, 2020

Organization ProfileN/A

View Organization Page

4160 Dublin Blvd No 400Dublin, CA 94588

(925) 833-7300

Siviq Scores

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

Liabilities / Assets

80th percentile

0.28x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.35x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$1

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

7.7%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$10,674,846

Up $1,031,495 (+11%) from 2018

Net Assets

Up

$7,661,022

Up $777,991 (+11%) from 2018

Liabilities

Up

$3,013,824

Up $253,504 (+9.2%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin56th percentile

Revenue

Up

$8,702,993

Up $620,563 (+7.7%) from 2018

Expenses

Up

$8,078,318

Up $999,396 (+14%) from 2018

Net Income

Down

$624,675

Down $378,833 (-38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$15M$10M$5.0M$0Assets 2011: $6,805,421Liabilities 2011: $1,515,445Net Assets 2011: $5,289,9762011Assets 2012: $7,107,080Liabilities 2012: $1,566,930Net Assets 2012: $5,540,1502012Assets 2013: $7,420,124Liabilities 2013: $1,830,069Net Assets 2013: $5,590,0552013Assets 2014: $7,453,736Liabilities 2014: $1,913,302Net Assets 2014: $5,540,4342014Assets 2015: $7,571,318Liabilities 2015: $2,025,361Net Assets 2015: $5,545,9572015Assets 2017: $8,323,054Liabilities 2017: $2,322,731Net Assets 2017: $6,000,3232017Assets 2018: $9,643,351Liabilities 2018: $2,760,320Net Assets 2018: $6,883,0312018Assets 2019: $10,674,846Liabilities 2019: $3,013,824Net Assets 2019: $7,661,0222019Assets 2020: $10,504,259Liabilities 2020: $2,892,430Net Assets 2020: $7,611,8292020Assets 2021: $11,472,796Liabilities 2021: $2,836,069Net Assets 2021: $8,636,7272021Assets 2022: $10,473,868Liabilities 2022: $2,759,435Net Assets 2022: $7,714,4332022Assets 2023: $10,959,144Liabilities 2023: $2,772,732Net Assets 2023: $8,186,4122023Assets 2024: $11,366,891Liabilities 2024: $2,637,523Net Assets 2024: $8,729,3682024

Highlighted filing

2019

Assets$10,674,846
Liabilities$3,013,824
Net Assets$7,661,022
Open 2019 Filing

Operations Trend

Revenue Growth61st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,097,724Expenses 2011: $4,280,031Net Income 2011: -$182,3072011Revenue 2012: $4,895,374Expenses 2012: $4,697,041Net Income 2012: $198,3332012Revenue 2013: $5,584,946Expenses 2013: $5,317,923Net Income 2013: $267,0232013Revenue 2014: $5,207,277Expenses 2014: $5,281,163Net Income 2014: -$73,8862014Revenue 2015: $5,453,234Expenses 2015: $5,333,972Net Income 2015: $119,2622015Revenue 2017: $6,151,283Expenses 2017: $6,143,374Net Income 2017: $7,9092017Revenue 2018: $8,082,430Expenses 2018: $7,078,922Net Income 2018: $1,003,5082018Revenue 2019: $8,702,993Expenses 2019: $8,078,318Net Income 2019: $624,6752019Revenue 2020: $7,683,738Expenses 2020: $7,608,654Net Income 2020: $75,0842020Revenue 2021: $7,459,402Expenses 2021: $6,912,427Net Income 2021: $546,9752021Revenue 2022: $7,099,937Expenses 2022: $6,836,238Net Income 2022: $263,6992022Revenue 2023: $7,420,734Expenses 2023: $6,960,285Net Income 2023: $460,4492023Revenue 2024: $7,442,562Expenses 2024: $7,172,508Net Income 2024: $270,0542024

Highlighted filing

2019

Revenue$8,702,993
Expenses$8,078,318
Net Income$624,675
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 19, 2020
Return Version
2018v3.1
Gross Receipts
$8,855,593
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible active and retired employees and their dependents.

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,883,031$7,661,022▲ $777,991
Investments in Publicly Traded Securities$6,929,183$7,377,033▲ $447,850
Savings and Temporary Cash Investments$876,837$1,573,665▲ $696,828
Cash and Non-Interest-Bearing Accounts$986,031$959,148▼ $26,883
Accounts Receivable$851,300$765,000▼ $86,300
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,643,351$10,674,846▲ $1,031,495
Liabilities
Other Liabilities$2,694,000$2,968,000▲ $274,000
Accounts Payable and Accrued Expenses$66,320$45,824▼ $20,496
Total Liabilities$2,760,320$3,013,824▲ $253,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,883,031$7,661,022▲ $777,991
Total Liabilities and Net Assets / Fund Balance$9,643,351$10,674,846▲ $1,031,495
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Alex HallTrustee
Bill Cawley IiiTrustee
Michael LescureTrustee
Nick GoodwinTrustee
Tom LawsonTrustee
Norman LescureTrustee - Past
Robert SewellTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdministrationContract Administrator4160 DUBLIN BLVD SUITE 400, Dublin, CA 94588$134,396
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,408,173
Investment Income
$294,820
Other Revenue
$0
Change in Net Assets
$624,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,694,993
Revenue Not Reported on Financial Statements
$8,000
Revenue Not Reported on Form 990
$153,316
Total Revenue per Audited Statements
$8,848,309
Total Revenue per Form 990
$8,702,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$414,917
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---$7,663,401
Fees for Services Other---$173,793
Fees for Services Management---$123,600
Fees for Services Accounting---$46,281
Fees for Services Legal---$39,772
Office Expenses---$16,894
Fees for Service Investment Mgmnt Fees---$8,000
Insurance---$4,245
Other Expenses---$1,350
Conferences and Meetings---$982
Total Functional Expenses$0$0$0$8,078,318

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,078,318
Expenses per Audited Statements$7,796,318
Total Expenses per Audited Statements$7,796,318
Expenses Not Reported on Financial Statements$282,000
Other Expense Adjustments$274,000
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
Accumulated Eligibility Credits$2,850,000
Claims Payable and Incurred But Not Reported$84,000
Premiums Payable$34,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 governing body has delegated management duties to a third-party administrator.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have a committee with authority to act on behalf of the governing body.”

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

“The form 990 was provided to each of the trustees for review prior to filing.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate trustees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its financial statements and governing documents available to the public upon request.”

FORM 990 PART VII, SECTION A LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the tax-exempt organizations. If you would like additional information, please contact the adminstrator.”

Filing and Contact Details

Filer

Filer Name
Ua Local No 159
EIN
94-6430804
Phone
9258337300
Address
4160 DUBLIN BLVD NO 400, DUBLIN, CA 94588

Signing Officer

Name
Tom Lawson
Title
Chairman
Phone
9258337300
Signed
2020-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Lawson
Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
70
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4210
Preparer
Mark E Flanagan
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE2C:

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of june 30, 2019, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2016.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 405 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/AccountantCompileOrReviewInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT SEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm4NICK GOODWIN
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL LESCURE
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL CAWLEY III
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0153316
IRS990ScheduleD/OtherExpensesNotIncludedAmt0274000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02850000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt184000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt234000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0153316
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08000
IRS990ScheduleD/RevenueSubtotalAmt08694993
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalExpensesPerForm990Amt08078318
IRS990ScheduleD/TotalLiabilityAmt02968000
IRS990ScheduleD/TotalRevenuePerForm990Amt08702993
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08848309
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07796318
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY HAS DELEGATED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS PROVIDED TO EACH OF THE TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE TAX-EXEMPT ORGANIZATIONS. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE ADMINSTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII, SECTION A LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE2C:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UA LOCAL 159 PENSION TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UA LOCAL 159
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1940944925
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)(5)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE RETIREMENT AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO REPRESENT UNION MEMBERS, SPONSORING ORGANIZATION OF THE FILING ENTITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11308 ROMAN WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DUBLIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MARTINEZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094588
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194553
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2019, THERE ARE APPROXIMATELY 59 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ACCO ENGINEERED SYSTEM AIR SYSTEMS, INC. ALL TEMPERATURE SERVICE ATS AMERICAN HONOR BUILDER BAY CITY MECHANICAL BAY CITY MECHANICAL SERVICE, L BENICIA PLUMBING BERKELEY PLUMBING CAL PACIFIC PLUMBING SYSTEMS CARRIER COMMERCIAL SERVICES CENTRAL LABOR COUNCIL CHAMPION INDUSTRIAL CONTRACTOR CHAMPIONS PLUMBING CHM MECHANICAL COMMERCIAL REFRIGERATION SPECI DINELLI PLUMBING INCORPORATED DOWDLE & SONS, ANDREW EGAN PLUMBING ENVIRONMENTAL SYSTEMS INC ESTES COMMERCIAL REFRIGERATION F.W. SPENCER FRANK M. BOOTH, INC. HARDER MECHANICAL CONTRACTORS INDOOR ENVIRONMENTAL SERVICES INTECH MECHANICAL COMPANY J.R.PIERCE PLUMBING CO. J.W MCCLENAHAN CO. K.S. KRUSE PLUMBING KAMRAN METALWORKS, INC KIEWIT INFRASTRUCTURE WEST COM KINETIC MECHANICAL L.J. KRUSE CO. LESCURE CO., INC. LG ELLIS PLUMBING MARELICH MECHANICAL MARTINEZ SHEET METAL MATRIX HG, INC. MESA ENERGY SYSTEMS, INC. MONARCH MECHANICAL MONTEREY MECHANICAL MURRAY COMPANY N.V. HEATHORN OCEAN PARK MECHANICAL INC P.M.I.-PERFORMANCE MECH., INC. PACIFIC RIM PLUMBING INC PETERSON MECHANICAL INC. PRIBUSS ENG INC. PROJECT BUILT INC R E MILANO RG PLUMBING GROUP INC RMI MECHANICAL CONTRACTORS INC ROUNTREE PLUMBING SOUTHLAND INDUSTRIES THERMAL MECHANICAL U A LOCAL NO 159 U A LOCAL NO 159 JATC UNITED MECHANICAL, INC W.L. HICKEY SONS, INC WESTSTATES MECH CONTR, INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt099000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0REIMBURSEMENT OF DIRECT EXPENSES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UA LOCAL 159
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
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/TotalAssetsBOYAmt09643351
IRS990/TotalAssetsEOYAmt010674846
IRS990/TotalAssetsGrp/BOYAmt09643351
IRS990/TotalAssetsGrp/EOYAmt010674846
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt070
IRS990/TotalFunctionalExpensesGrp/TotalAmt08078318
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02760320
IRS990/TotalLiabilitiesEOYAmt03013824
IRS990/TotalLiabilitiesGrp/BOYAmt02760320
IRS990/TotalLiabilitiesGrp/EOYAmt03013824
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06883031
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07661022
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08408173
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0294820
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08408173
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08702993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09643351
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010674846
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094588
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E FLANAGAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,674,846
Liabilities
$3,013,824
Net assets
$7,661,022
Revenue
$8,702,993
Expenses
$8,078,318
Net income
$624,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$2.64$8.73$7.44$7.17$0.27
2023Detailed filing. Detailed filing data is available for this year.$11.0$2.77$8.19$7.42$6.96$0.46
2022Detailed filing. Detailed filing data is available for this year.$10.5$2.76$7.71$7.10$6.84$0.26
2021Detailed filing. Detailed filing data is available for this year.$11.5$2.84$8.64$7.46$6.91$0.55
2020Detailed filing. Detailed filing data is available for this year.$10.5$2.89$7.61$7.68$7.61$0.08
2019Detailed filing. Detailed filing data is available for this year.$10.7$3.01$7.66$8.70$8.08$0.62
2018Summary only. Only limited summary data is available for this year.$9.64$2.76$6.88$8.08$7.08$1.00
2017Summary only. Only limited summary data is available for this year.$8.32$2.32$6.00$6.15$6.14$0.01
2015Summary only. Only limited summary data is available for this year.$7.57$2.03$5.55$5.45$5.33$0.12
2014Summary only. Only limited summary data is available for this year.$7.45$1.91$5.54$5.21$5.28$0.07
2013Summary only. Only limited summary data is available for this year.$7.42$1.83$5.59$5.58$5.32$0.27
2012Summary only. Only limited summary data is available for this year.$7.11$1.57$5.54$4.90$4.70$0.20
2011Summary only. Only limited summary data is available for this year.$6.81$1.52$5.29$4.10$4.28$0.18