Civic Intelligence

Musicians Union Local 47 and Employers' Health and Welfare Fund

EIN 95-2645284 • 501(c)9 • Pasadena, CA

View Organization Page

Profile

To provide hospital, medical, life, dental and related benefits for all eligible participants.

200 S Los Robles Ave Ste 320Pasadena, CA 91101

n/A

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.36x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

1.04x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

26th percentile

-4.1%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

37th percentile

1.1%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-20%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$8,159,088

Up $86,112 (+1.1%) from 2024

Liabilities

Down

$2,948,105

Down $1,588 (-0.1%) from 2024

Net Assets

Up

$5,210,983

Up $87,700 (+1.7%) from 2024

Operations
Liabilities / Revenue98th percentileNet Margin26th percentile

Revenue

Down

$2,841,534

Down $720,624 (-20%) from 2024

Expenses

Up

$2,956,716

Up $216,951 (+7.9%) from 2024

Net Income

Down

-$115,182

Down $937,575 (-114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$10M$5.0M$0Assets 2011: $4,976,238Liabilities 2011: $4,477,760Net Assets 2011: $498,4782011Assets 2012: $5,149,339Liabilities 2012: $3,688,396Net Assets 2012: $1,460,9432012Assets 2013: $6,143,074Liabilities 2013: $4,424,458Net Assets 2013: $1,718,6162013Assets 2014: $6,687,980Liabilities 2014: $4,739,551Net Assets 2014: $1,948,4292014Assets 2015: $7,144,359Liabilities 2015: $4,213,762Net Assets 2015: $2,930,5972015Assets 2016: $7,477,016Liabilities 2016: $4,484,548Net Assets 2016: $2,992,4682016Assets 2017: $8,489,964Liabilities 2017: $4,513,675Net Assets 2017: $3,976,2892017Assets 2018: $9,191,104Liabilities 2018: $5,107,926Net Assets 2018: $4,083,1782018Assets 2019: $9,643,334Liabilities 2019: $7,179,221Net Assets 2019: $2,464,1132019Assets 2020: $9,065,087Liabilities 2020: $7,359,675Net Assets 2020: $1,705,4122020Assets 2021: $8,741,992Liabilities 2021: $6,697,818Net Assets 2021: $2,044,1742021Assets 2022: $6,910,673Liabilities 2022: $2,896,887Net Assets 2022: $4,013,7862022Assets 2023: $6,959,302Liabilities 2023: $3,082,673Net Assets 2023: $3,876,6292023Assets 2024: $8,072,976Liabilities 2024: $2,949,693Net Assets 2024: $5,123,2832024Assets 2025: $8,159,088Liabilities 2025: $2,948,105Net Assets 2025: $5,210,9832025

Highlighted filing

2025

Assets$8,159,088
Liabilities$2,948,105
Net Assets$5,210,983
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,615,3022011Expenses 2012: $3,322,9912012Expenses 2013: $4,035,3552013Revenue 2014: $3,950,612Expenses 2014: $3,796,155Net Income 2014: $154,4572014Revenue 2015: $3,969,198Expenses 2015: $2,846,097Net Income 2015: $1,123,1012015Revenue 2016: $3,727,060Expenses 2016: $3,223,548Net Income 2016: $503,5122016Revenue 2017: $3,545,519Expenses 2017: $2,989,668Net Income 2017: $555,8512017Revenue 2018: $3,701,840Expenses 2018: $3,763,736Net Income 2018: -$61,8962018Revenue 2019: $3,830,156Expenses 2019: $5,469,926Net Income 2019: -$1,639,7702019Revenue 2020: $3,532,596Expenses 2020: $3,812,163Net Income 2020: -$279,5672020Revenue 2021: $2,269,175Expenses 2021: $2,284,398Net Income 2021: -$15,2232021Revenue 2022: $3,225,208Expenses 2022: $901,851Net Income 2022: $2,323,3572022Revenue 2023: $3,023,593Expenses 2023: $3,099,568Net Income 2023: -$75,9752023Revenue 2024: $3,562,158Expenses 2024: $2,739,765Net Income 2024: $822,3932024Revenue 2025: $2,841,534Expenses 2025: $2,956,716Net Income 2025: -$115,1822025

Highlighted filing

2025

Revenue$2,841,534
Expenses$2,956,716
Net Income-$115,182
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,159,088
Liabilities
$2,948,105
Net assets
$5,210,983
Revenue
$2,841,534
Expenses
$2,956,716
Net income
-$115,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.16$2.95$5.21$2.84$2.96$0.12
2024Detailed filing. Detailed filing data is available for this year.$8.07$2.95$5.12$3.56$2.74$0.82
2023Detailed filing. Detailed filing data is available for this year.$6.96$3.08$3.88$3.02$3.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.91$2.90$4.01$3.23$0.90$2.32
2021Detailed filing. Detailed filing data is available for this year.$8.74$6.70$2.04$2.27$2.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$9.07$7.36$1.71$3.53$3.81$0.28
2019Detailed filing. Detailed filing data is available for this year.$9.64$7.18$2.46$3.83$5.47$1.64
2018Detailed filing. Detailed filing data is available for this year.$9.19$5.11$4.08$3.70$3.76$0.06
2017Detailed filing. Detailed filing data is available for this year.$8.49$4.51$3.98$3.55$2.99$0.56
2016Detailed filing. Detailed filing data is available for this year.$7.48$4.48$2.99$3.73$3.22$0.50
2015Detailed filing. Detailed filing data is available for this year.$7.14$4.21$2.93$3.97$2.85$1.12
2014Detailed filing. Detailed filing data is available for this year.$6.69$4.74$1.95$3.95$3.80$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$4.42$1.72$4.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$3.69$1.46$3.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.98$4.48$0.50$3.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Gross Receipts
$3,988,013
Mission and Program Overview

Mission

To provide health benefits to eligible enrolled participants in accordance with the collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,169,187$6,710,913▲ $541,726
Rtn Earn Endowment Incm Other Fnds$5,123,283$5,210,983▲ $87,700
Cash and Non-Interest-Bearing Accounts$1,112,886$1,061,744▼ $51,142
Accounts Receivable$591,412$290,904▼ $300,508
Savings and Temporary Cash Investments$196,777$80,254▼ $116,523
Prepaid Expenses and Deferred Charges$2,714$15,273▲ $12,559
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
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$8,072,976$8,159,088▲ $86,112
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,789,753$2,766,000▼ $23,753
Deferred Revenue$112,922$104,256▼ $8,666
Accounts Payable and Accrued Expenses$47,018$77,849▲ $30,831
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,949,693$2,948,105▼ $1,588
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,123,283$5,210,983▲ $87,700
Total Liabilities and Net Assets / Fund Balance$8,072,976$8,159,088▲ $86,112
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Deedee DanielCo-chair
STEPHANIE O'KEEFECo-chair
Danielle OndarzaTrustee
PHIL O'CONNERTrustee
Robert W JohnsonTrustee
Judy ChilnickTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Pacific Federal LLCContract Admin.200 S LOS ROBLES AVE STE 320, Pasadena, CA 91101$444,666
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,614,085
Investment Income
$227,449
Other Revenue
$0
Change in Net Assets
$-115,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,841,534
Revenue Not Reported on Form 990
$176,006
Total Revenue per Audited Statements
$3,017,540
Total Revenue per Form 990
$2,841,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$649,072
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---$2,307,644
Fees for Services Management---$444,666
Office Expenses---$48,819
Fees for Services Other---$40,000
Fees for Services Accounting---$35,310
Fees for Services Legal---$33,330
Fees for Service Investment Mgmnt Fees---$26,876
Insurance---$15,196
Information Technology---$3,600
Conferences and Meetings---$1,275
Total Functional Expenses$0$0$0$2,956,716

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,956,716
Expenses per Audited Statements$2,929,840
Total Expenses per Audited Statements$2,929,840
Expenses Not Reported on Financial Statements$26,876
Other Expense Adjustments$26,876
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
Contribution Bank$2,766,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
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
No

Governance Explanations

PART VI, LINE 11B:

“Form 990 was reviewed by the administrator prior to being filed. Any unusual items noted will be brought to the board after the return is filed.”

PART VI, LINE 15:

“Members of the governing body do not receive compensation.”

PART VI, LINE 19:

“The plan document and any other governing documents, conflicts of interest policy, and financial statements are maintained at the administrative office and are available upon written request. Additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis.”

PART VII, SECTION A:

“Compensation paid to trustees employed by a not-for-profit organization is properly reported on that organization's annual tax filings and is not maintained by the fund.”

Filing and Contact Details

Filer

Filer Name
MUSICIANS LOCAL 47 AND EMPLOYERS'
EIN
95-2645284
In Care Of
% PACIFIC FEDERAL LLC
Phone
8182430222
Address
200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101

Signing Officer

Name
STEPHANIE O'KEEFE
Title
President
Phone
8182430222
Signed
2026-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Espinoza
Formed
1970
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Liel Shemtov
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 fund and recognize a tax liability if the fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xi, line 2d and part xii, line 4b: investment management fees offset with investment income on audited financial statements and reported on form 990, part ix, line 11f.”

Raw XML AppendixShowing 400 of 428 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/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO ELIGIBLE ENROLLED PARTICIPANTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt0202882
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/TotalAmt048819
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IRS990/OperateHospitalInd0false
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IRS990/OtherLiabilitiesGrp/BOYAmt02789753
IRS990/OtherLiabilitiesGrp/EOYAmt02766000
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015273
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IRS990ScheduleD/OtherExpensesNotIncludedAmt026876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02766000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTION BANK
IRS990ScheduleD/OtherRevenueAmt0-26876
IRS990ScheduleD/RevenueNotReportedAmt0176006
IRS990ScheduleD/RevenueSubtotalAmt02841534
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D AND PART XII, LINE 4B: INVESTMENT MANAGEMENT FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt02766000
IRS990ScheduleD/TotalRevenuePerForm990Amt02841534
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03017540
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED BY THE ADMINISTRATOR PRIOR TO BEING FILED. ANY UNUSUAL ITEMS NOTED WILL BE BROUGHT TO THE BOARD AFTER THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PAID TO TRUSTEES EMPLOYED BY A NOT-FOR-PROFIT ORGANIZATION IS PROPERLY REPORTED ON THAT ORGANIZATION'S ANNUAL TAX FILINGS AND IS NOT MAINTAINED BY THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS TWO HUNDRED EIGHTY-EIGHT CONTRIBUTING EMPLOYERS WHOSE INFORMATION IS AVAILABLE AT THE CONTRACT ADMINISTRATOR'S OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1 AND PART IV, LINE 1:
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IRS990/USAddress/AddressLine1Txt0200 S LOS ROBLES AVE STE 320
IRS990/USAddress/CityNm0PASADENA
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IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0www.pacfed-musicians.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z

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