Civic Intelligence

Southern Calif Soft Drink Industry Health and Welfare Trust Fund

990 • Fiscal year 2014 • EIN 95-3248029

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 14, 2015

Organization ProfileN/A

View Organization Page

1050 LAKES DRIVE No 12091790

(626) 464-1080

Siviq Scores

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

Liabilities / Assets

87th percentile

0.51x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.28x

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

17th percentile

-8.9%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

19th percentile

-9.0%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$10,505,730

Down $1,043,636 (-9.0%) from 2013

Net Assets

Down

$5,197,624

Down $1,665,949 (-24%) from 2013

Liabilities

Up

$5,308,106

Up $622,313 (+13%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin17th percentile

Revenue

$18,800,558

No earlier filing loaded for comparison.

Expenses

Up

$20,468,199

Up $2,295,806 (+13%) from 2013

Net Income

-$1,667,641

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30M$20M$10M$0Assets 2010: $12,164,593Liabilities 2010: $4,709,000Net Assets 2010: $7,455,5932010Assets 2011: $12,726,266Liabilities 2011: $4,393,091Net Assets 2011: $8,333,1752011Assets 2012: $11,868,896Liabilities 2012: $4,475,755Net Assets 2012: $7,393,1412012Assets 2013: $11,549,366Liabilities 2013: $4,685,793Net Assets 2013: $6,863,5732013Assets 2014: $10,505,730Liabilities 2014: $5,308,106Net Assets 2014: $5,197,6242014Assets 2015: $10,007,956Liabilities 2015: $5,286,437Net Assets 2015: $4,721,5192015Assets 2016: $10,448,702Liabilities 2016: $5,517,034Net Assets 2016: $4,931,6682016Assets 2017: $10,984,569Liabilities 2017: $5,943,379Net Assets 2017: $5,041,1902017Assets 2018: $13,555,238Liabilities 2018: $5,483,451Net Assets 2018: $8,071,7872018Assets 2019: $15,878,891Liabilities 2019: $5,409,235Net Assets 2019: $10,469,6562019Assets 2020: $18,377,440Liabilities 2020: $5,421,571Net Assets 2020: $12,955,8692020Assets 2021: $19,629,987Liabilities 2021: $6,515,262Net Assets 2021: $13,114,7252021Assets 2022: $20,055,141Liabilities 2022: $7,306,562Net Assets 2022: $12,748,5792022Assets 2023: $21,273,297Liabilities 2023: $6,809,527Net Assets 2023: $14,463,7702023

Highlighted filing

2014

Assets$10,505,730
Liabilities$5,308,106
Net Assets$5,197,624
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $17,262,4372010Expenses 2011: $15,320,1262011Expenses 2012: $17,500,3542012Expenses 2013: $18,172,3932013Revenue 2014: $18,800,558Expenses 2014: $20,468,199Net Income 2014: -$1,667,6412014Revenue 2015: $19,640,746Expenses 2015: $20,113,721Net Income 2015: -$472,9752015Revenue 2016: $21,541,193Expenses 2016: $21,331,669Net Income 2016: $209,5242016Revenue 2017: $23,156,976Expenses 2017: $23,033,110Net Income 2017: $123,8662017Revenue 2018: $24,712,362Expenses 2018: $21,678,914Net Income 2018: $3,033,4482018Revenue 2019: $24,448,274Expenses 2019: $22,094,999Net Income 2019: $2,353,2752019Revenue 2020: $24,709,905Expenses 2020: $22,351,449Net Income 2020: $2,358,4562020Revenue 2021: $26,033,466Expenses 2021: $25,744,018Net Income 2021: $289,4482021Revenue 2022: $28,474,883Expenses 2022: $28,561,939Net Income 2022: -$87,0562022Revenue 2023: $28,019,790Expenses 2023: $26,341,062Net Income 2023: $1,678,7282023

Highlighted filing

2014

Revenue$18,800,558
Expenses$20,468,199
Net Income-$1,667,641
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 14, 2015
Return Version
2013v4.0
Gross Receipts
$19,737,558
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,497,779$5,951,429▼ $1,546,350
Rtn Earn Endowment Incm Other Fnds$6,863,573$5,197,624▼ $1,665,949
Cash and Non-Interest-Bearing Accounts$991,766$1,912,284▲ $920,518
Accounts Receivable$1,565,739$1,686,765▲ $121,026
Investments in Publicly Traded Securities$1,493,552$949,521▼ $544,031
Prepaid Expenses and Deferred Charges$530$5,731▲ $5,201
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,549,366$10,505,730▼ $1,043,636
Liabilities
Other Liabilities$4,580,966$5,219,000▲ $638,034
Accounts Payable and Accrued Expenses$94,327$58,331▼ $35,996
Deferred Revenue$10,500$30,775▲ $20,275
Total Liabilities$4,685,793$5,308,106▲ $622,313
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,863,573$5,197,624▼ $1,665,949
Total Liabilities and Net Assets / Fund Balance$11,549,366$10,505,730▼ $1,043,636
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Hope WebbTrustee
Jeff SweetTrustee
Philip CooperTrustee
Stephanie MothershedTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys AdministratorsContract Administrator-$340,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,746,426
Investment Income
$54,132
Other Revenue
$0
Change in Net Assets
$-1,667,641

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,793,358
Revenue Not Reported on Financial Statements
$7,200
Revenue Not Reported on Form 990
$1,692
Total Revenue per Audited Statements
$18,795,050
Total Revenue per Form 990
$18,800,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$760,578
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$19,707,621--$19,707,621
Fees for Services Management$340,200--$340,200
Fees for Services Legal$88,283--$88,283
All Other Expenses$46,616--$46,616
Fees for Services Accounting$34,065--$34,065
Other Expenses$23,053--$23,053
Office Expenses$21,761--$21,761
Insurance$7,585--$7,585
Fees for Service Investment Mgmnt Fees$7,200--$7,200
Total Functional Expenses$20,468,199$0$0$20,468,199

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,468,199
Expenses per Audited Statements$20,460,999
Total Expenses per Audited Statements$19,822,965
Expenses Not Reported on Financial Statements$7,200
Expenses Not Reported on Form 990$-638,034
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$4,660,000
Premiums and Claims Payable$559,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 has delegated management duties to a third-party administrator.”

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

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

Form 990, Part VI, Section B, line 11

“A copy of Form 990 was presented to the trustees for review and signatures.”

Form 990, Part VI, Section C, line 19

“Summary Annual Reports are provided to all participants annually. SPD's and audited financial statements are available from the administrator upon request, as well as the DOL website.”

Form 990, Part VII

“Stephanie mothershed - 1050 lakes dr., suite 120, west covina, ca 91790. Hope webb - 1050 lakes dr., suite 120, west covina, ca 91790. Philip cooper - 1050 lakes dr., suite 120, west covina, ca 91790. Jeff sweet - 1050 lakes dr., suite 120, west covina, ca 91790.”

Filing and Contact Details

Filer

EIN
95-3248029
Phone
6264641080

Signing Officer

Name
Philip Cooper
Title
Trustee
Phone
6264641080
Signed
2015-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Cooper
Formed
1979
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 2D - Other Adjustments:

“Change in premiums and claims payable 111,966. Change in accumulated eligibility credits -750,000.”

Raw XML AppendixShowing 400 of 417 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/ExplanationTxt0CHANGE IN PREMIUMS AND CLAIMS PAYABLE 111,966. CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -750,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleD/TotalLiabilityAmt05219000
IRS990ScheduleD/TotalRevenuePerForm990Amt018800558
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018795050
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019822965
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of Form 990 was presented to the trustees for review and signatures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Summary Annual Reports are provided to all participants annually. SPD's and audited financial statements are available from the administrator upon request, as well as the DOL website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STEPHANIE MOTHERSHED - 1050 LAKES DR., SUITE 120, WEST COVINA, CA 91790. HOPE WEBB - 1050 LAKES DR., SUITE 120, WEST COVINA, CA 91790. PHILIP COOPER - 1050 LAKES DR., SUITE 120, WEST COVINA, CA 91790. JEFF SWEET - 1050 LAKES DR., SUITE 120, WEST COVINA, CA 91790.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0133346695
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1943019135
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2580628465
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BEVERAGE DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1BEVERAGE DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2BEVERAGE DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10COCA COLA BOTTLING COMPANY OF CALIFORNIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11SAFEWAY BEVERAGE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12COCA COLA ONTARIO SYRUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine10521 LAKE KATHY DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine11PO BOX 52035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine121650 SOUTH VINTAGE AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0BRANDON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1PHOENIX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City2ONTARIO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode033510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode152035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode291761
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10INTERNATIONAL BROTHERHOOD OF 896 TCWH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11GENERAL TRUCK DRIVERS OFFICE FOOD AND WAREHOUSE LOCAL 952 TCWH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951498604
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1951586304
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103303 WILSHIRE BLVD STE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11140 SOUTH MARKS WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode090010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode192868
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011549366
IRS990/TotalAssetsEOYAmt010505730
IRS990/TotalAssetsGrp/BOYAmt011549366
IRS990/TotalAssetsGrp/EOYAmt010505730
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020468199
IRS990/TotalFunctionalExpensesGrp/TotalAmt020468199
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04685793
IRS990/TotalLiabilitiesEOYAmt05308106
IRS990/TotalLiabilitiesGrp/BOYAmt04685793
IRS990/TotalLiabilitiesGrp/EOYAmt05308106
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06863573
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05197624
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020468199
IRS990/TotalProgramServiceRevenueAmt018746426
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018746426
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018800558
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011549366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010505730
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103303 WILSHIRE BLVD STE 300
IRS990/USAddress/City0LOS ANGELES
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode090010
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06264641080
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTHERN CALIF SOFT DRINK INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine20HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0953248029
ReturnHeader/Filer/PhoneNum06264641080

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,505,730
Liabilities
$5,308,106
Net assets
$5,197,624
Revenue
$18,800,558
Expenses
$20,468,199
Net income
-$1,667,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$21.3$6.81$14.5$28.0$26.3$1.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$7.31$12.7$28.5$28.6$0.09
2021Summary only. Only limited summary data is available for this year.$19.6$6.52$13.1$26.0$25.7$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$5.42$13.0$24.7$22.4$2.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$5.41$10.5$24.4$22.1$2.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$5.48$8.07$24.7$21.7$3.03
2017Summary only. Only limited summary data is available for this year.$11.0$5.94$5.04$23.2$23.0$0.12
2016Detailed filing. Detailed filing data is available for this year.$10.4$5.52$4.93$21.5$21.3$0.21
2015Detailed filing. Detailed filing data is available for this year.$10.0$5.29$4.72$19.6$20.1$0.47
2014Detailed filing. Detailed filing data is available for this year.$10.5$5.31$5.20$18.8$20.5$1.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$4.69$6.86$18.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$4.48$7.39$17.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$4.39$8.33$15.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$4.71$7.46$17.3