Civic Intelligence

Southwest Marine Welfare Trust

EIN 95-1935595 • 501(c)9 • Los Angeles, CA

View Organization Page

Profile

HEALTH BENEFITS.

1200 Wilshire Blvd 5th FlLos Angeles, CA 90017

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

1.3%

Faster asset growth than 54% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$950,374

Up $12,238 (+1.3%) from 2023

Liabilities

Down

$14,171

Down $151,925 (-91%) from 2023

Net Assets

Up

$936,203

Up $164,163 (+21%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin84th percentile

Revenue

Down

$407,684

Down $111,876 (-22%) from 2023

Expenses

Down

$244,224

Down $181,017 (-43%) from 2023

Net Income

Up

$163,460

Up $69,141 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $408,002Liabilities 2010: $273,928Net Assets 2010: $134,0742010Assets 2011: $468,817Liabilities 2011: $296,756Net Assets 2011: $172,0612011Assets 2012: $538,174Liabilities 2012: $302,532Net Assets 2012: $235,6422012Assets 2013: $587,311Liabilities 2013: $331,861Net Assets 2013: $255,4502013Assets 2014: $585,353Liabilities 2014: $307,984Net Assets 2014: $277,3692014Assets 2015: $614,189Liabilities 2015: $267,523Net Assets 2015: $346,6662015Assets 2016: $666,014Liabilities 2016: $302,822Net Assets 2016: $363,1922016Assets 2017: $710,991Liabilities 2017: $265,664Net Assets 2017: $445,3272017Assets 2018: $780,480Liabilities 2018: $266,778Net Assets 2018: $513,7022018Assets 2019: $843,322Liabilities 2019: $265,554Net Assets 2019: $577,7682019Assets 2020: $814,052Liabilities 2020: $169,439Net Assets 2020: $644,6132020Assets 2021: $836,912Liabilities 2021: $171,469Net Assets 2021: $665,4432021Assets 2022: $846,200Liabilities 2022: $168,163Net Assets 2022: $678,0372022Assets 2023: $938,136Liabilities 2023: $166,096Net Assets 2023: $772,0402023Assets 2024: $950,374Liabilities 2024: $14,171Net Assets 2024: $936,2032024

Highlighted filing

2024

Assets$950,374
Liabilities$14,171
Net Assets$936,203
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $619,189Expenses 2010: $631,054Net Income 2010: -$11,8652010Revenue 2011: $691,212Expenses 2011: $653,225Net Income 2011: $37,9872011Revenue 2012: $768,921Expenses 2012: $705,340Net Income 2012: $63,5812012Revenue 2013: $824,124Expenses 2013: $797,475Net Income 2013: $26,6492013Revenue 2014: $828,195Expenses 2014: $805,423Net Income 2014: $22,7722014Revenue 2015: $835,413Expenses 2015: $767,870Net Income 2015: $67,5432015Revenue 2016: $854,317Expenses 2016: $842,355Net Income 2016: $11,9622016Revenue 2017: $854,056Expenses 2017: $769,422Net Income 2017: $84,6342017Revenue 2018: $845,567Expenses 2018: $775,184Net Income 2018: $70,3832018Revenue 2019: $884,840Expenses 2019: $826,655Net Income 2019: $58,1852019Revenue 2020: $616,828Expenses 2020: $549,101Net Income 2020: $67,7272020Revenue 2021: $478,210Expenses 2021: $457,320Net Income 2021: $20,8902021Revenue 2022: $459,653Expenses 2022: $447,591Net Income 2022: $12,0622022Revenue 2023: $519,560Expenses 2023: $425,241Net Income 2023: $94,3192023Revenue 2024: $407,684Expenses 2024: $244,224Net Income 2024: $163,4602024

Highlighted filing

2024

Revenue$407,684
Expenses$244,224
Net Income$163,460
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$950,374
Liabilities
$14,171
Net assets
$936,203
Revenue
$407,684
Expenses
$244,224
Net income
$163,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$0.14$9.36$4.08$2.44$1.63
2023Detailed filing. Detailed filing data is available for this year.$9.38$1.66$7.72$5.20$4.25$0.94
2022Detailed filing. Detailed filing data is available for this year.$8.46$1.68$6.78$4.60$4.48$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.37$1.71$6.65$4.78$4.57$0.21
2020Detailed filing. Detailed filing data is available for this year.$8.14$1.69$6.45$6.17$5.49$0.68
2019Detailed filing. Detailed filing data is available for this year.$8.43$2.66$5.78$8.85$8.27$0.58
2018Detailed filing. Detailed filing data is available for this year.$7.80$2.67$5.14$8.46$7.75$0.70
2017Detailed filing. Detailed filing data is available for this year.$7.11$2.66$4.45$8.54$7.69$0.85
2016Detailed filing. Detailed filing data is available for this year.$6.66$3.03$3.63$8.54$8.42$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.14$2.68$3.47$8.35$7.68$0.68
2014Detailed filing. Detailed filing data is available for this year.$5.85$3.08$2.77$8.28$8.05$0.23
2013Summary only. Only limited summary data is available for this year.$5.87$3.32$2.55$8.24$7.97$0.27
2012Summary only. Only limited summary data is available for this year.$5.38$3.03$2.36$7.69$7.05$0.64
2011Summary only. Only limited summary data is available for this year.$4.69$2.97$1.72$6.91$6.53$0.38
2010Summary only. Only limited summary data is available for this year.$4.08$2.74$1.34$6.19$6.31$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$407,684
Mission and Program Overview

Mission

HEALTH BENEFITS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$772,040$936,203▲ $164,163
Investments Other Securities$442,148$468,851▲ $26,703
Savings and Temporary Cash Investments$294,811$306,754▲ $11,943
Cash and Non-Interest-Bearing Accounts$146,614$156,832▲ $10,218
Accounts Receivable$49,983$13,846▼ $36,137
Prepaid Expenses and Deferred Charges$4,580$4,091▼ $489
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 Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $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$938,136$950,374▲ $12,238
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$62,171$9,716▼ $52,455
Other Liabilities$103,925$4,455▼ $99,470
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$166,096$14,171▼ $151,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$772,040$936,203▲ $164,163
Total Liabilities and Net Assets / Fund Balance$938,136$950,374▲ $12,238

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$468,851--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Chris Mack JrTrustee
David ScottTrustee
Ezra L Hunter JrTrustee
Richard DohertyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$370,800
Investment Income
$36,884
Other Revenue
$0
Change in Net Assets
$163,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,153
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---$194,071
Fees for Services Management---$22,530
Fees for Services Accounting---$9,150
Fees for Services Other---$9,000
Insurance---$6,575
Fees for Services Legal---$1,788
Office Expenses---$746
Other Expenses---$239
Total Functional Expenses$0$0$0$244,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
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
Eligibility$4,455
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
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 B, LINE 11B:

“Both the chairman and secretary review and sign the form 990.”

PART VI, SECTION B, LINE 12C:

“Any new business arrangements would require the approval of the board. At this time it would be determined whether or not it is a conflict of interest.”

PART VI, SECTION C, LINE 19:

“These documents are not made available to the public.”

PART VII, LINES 1E AND 1F:

“Any trusteesdirectors' compensation and/or benefits from related tax-exempt organization is available on those organizations' applicable tax filings.”

Filing and Contact Details

Filer

Filer Name
Southwest Marine Welfare Trust
EIN
95-1935595
In Care Of
% BENEFIT PROGRAMS ADMIN
Phone
5624635000
Address
1200 Wilshire Blvd 5th Fl, Los Angeles, CA 90017

Signing Officer

Name
Ezra L Hunter Jr
Title
Trustee
Phone
5624635000
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benefit Programs Admin
Formed
1952
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOTH THE CHAIRMAN AND SECRETARY REVIEW AND SIGN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY NEW BUSINESS ARRANGEMENTS WOULD REQUIRE THE APPROVAL OF THE BOARD. AT THIS TIME IT WOULD BE DETERMINED WHETHER OR NOT IT IS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY TRUSTEESDIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATION IS AVAILABLE ON THOSE ORGANIZATIONS' APPLICABLE TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, LINES 1E AND 1F:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEF. BEN. PL.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EZRA L HUNTER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05624635000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwest Marine Welfare Trust
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