Civic Intelligence

Southern Calif Soft Drink Industry Health and Welfare Trust Fund

990 • Fiscal year 2016 • EIN 95-3248029

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 05, 2017

Organization ProfileN/A

View Organization Page

1050 LAKES DRIVE No 120West Covina, CA 91790

(626) 464-1080

Siviq Scores

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

Liabilities / Assets

88th percentile

0.53x

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.26x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

53rd percentile

4.4%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

9.7%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$10,448,702

Up $440,746 (+4.4%) from 2015

Net Assets

Up

$4,931,668

Up $210,149 (+4.5%) from 2015

Liabilities

Up

$5,517,034

Up $230,597 (+4.4%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin44th percentile

Revenue

Up

$21,541,193

Up $1,900,447 (+9.7%) from 2015

Expenses

Up

$21,331,669

Up $1,217,948 (+6.1%) from 2015

Net Income

Up

$209,524

Up $682,499 (+144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$10,448,702
Liabilities$5,517,034
Net Assets$4,931,668
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

2016

Revenue$21,541,193
Expenses$21,331,669
Net Income$209,524
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$22,271,073
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$5,915,081$6,153,261▲ $238,180
Rtn Earn Endowment Incm Other Fnds$4,721,519$4,931,668▲ $210,149
Cash and Non-Interest-Bearing Accounts$1,306,833$2,372,755▲ $1,065,922
Accounts Receivable$1,748,903$1,914,992▲ $166,089
Investments in Publicly Traded Securities$1,030,490--
Prepaid Expenses and Deferred Charges$6,649$7,694▲ $1,045
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,007,956$10,448,702▲ $440,746
Liabilities
Other Liabilities$5,239,680$5,446,470▲ $206,790
Accounts Payable and Accrued Expenses$37,994$60,388▲ $22,394
Deferred Revenue$8,763$10,176▲ $1,413
Total Liabilities$5,286,437$5,517,034▲ $230,597
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,721,519$4,931,668▲ $210,149
Total Liabilities and Net Assets / Fund Balance$10,007,956$10,448,702▲ $440,746
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Chris LopezTrustee
Hope WebbTrustee
Jeff SweetTrustee
Kyra Ramos JohnsonTrustee
Philip CooperTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys AdministratorsContract Administrator1050 LAKES DR SUITE 120, West Covina, CA 91790$360,896
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,492,746
Investment Income
$48,447
Other Revenue
$0
Change in Net Assets
$209,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,533,993
Revenue Not Reported on Financial Statements
$7,200
Revenue Not Reported on Form 990
$625
Total Revenue per Audited Statements
$21,534,618
Total Revenue per Form 990
$21,541,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$827,553
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$20,504,116--$20,504,116
Fees for Services Management$362,396--$362,396
All Other Expenses$81,090--$81,090
Fees for Services Legal$56,185--$56,185
Office Expenses$41,513--$41,513
Other Expenses$24,617--$24,617
Fees for Services Accounting$17,000--$17,000
Insurance$13,527--$13,527
Fees for Service Investment Mgmnt Fees$7,200--$7,200
Total Functional Expenses$21,331,669$0$0$21,331,669

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,331,669
Expenses per Audited Statements$21,324,469
Total Expenses per Audited Statements$21,117,679
Expenses Not Reported on Financial Statements$7,200
Expenses Not Reported on Form 990$-206,790
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$4,648,000
Premiums Payable and Ibnr$798,470
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

“Chris lopez - 3 park plaza 3, irvine, ca 92614. Kyra ramos johnson - 2500 windy ridge parkway fl 8, atlanta, ga 30339. Philip cooper - 3303 wilshire blvd ste 300, los angeles, ca 90010. Jeff sweet - 140 south marks way, orange, ca 92868. Hope webb - 1050 lakes dr. Suite 120, west covina, ca 91790.”

Filing and Contact Details

Filer

Filer Name
Southern Calif Soft Drink Industry
EIN
95-3248029
Phone
6264641080
Address
1050 LAKES DRIVE No 120, WEST COVINA, CA 91790

Signing Officer

Name
Philip Cooper
Title
Trustee
Phone
6264641080
Signed
2017-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Cooper
Formed
1979
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Henningfield & Associates Inc
Address
27913 Smyth Drive, Valencia, CA 91355
Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 2D - Other Adjustments:

“Change in premiums and claims payable -185,790. Change in accumulated eligibility credits -21,000.”

Raw XML AppendixShowing 400 of 419 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/OtherLiabilitiesOrgGrp/Amt14648000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/RevenueNotReportedAmt0625
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07200
IRS990ScheduleD/RevenueSubtotalAmt021533993
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN PREMIUMS AND CLAIMS PAYABLE -185,790. CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -21,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt021331669
IRS990ScheduleD/TotalLiabilityAmt05446470
IRS990ScheduleD/TotalRevenuePerForm990Amt021541193
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021534618
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021117679
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/ExplanationTxt4CHRIS LOPEZ - 3 PARK PLAZA 3, IRVINE, CA 92614. KYRA RAMOS JOHNSON - 2500 WINDY RIDGE PARKWAY FL 8, ATLANTA, GA 30339. PHILIP COOPER - 3303 WILSHIRE BLVD STE 300, LOS ANGELES, CA 90010. JEFF SWEET - 140 SOUTH MARKS WAY, ORANGE, CA 92868. HOPE WEBB - 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/BusinessNameLine1Txt0COCA COLA BOTTLING COMPANY OF CALIFORNIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SAFEWAY BEVERAGE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2COCA COLA ONTARIO SYRUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0521 LAKE KATHY DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1PO BOX 52035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt21650 SOUTH VINTAGE AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BRANDON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1PHOENIX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2ONTARIO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd033510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd152035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd291761
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF 896 TCWH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1GENERAL 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/AddressLine1Txt03303 WILSHIRE BLVD STE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1140 SOUTH MARKS WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192868
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/TotalAssetsBOYAmt010007956
IRS990/TotalAssetsEOYAmt010448702
IRS990/TotalAssetsGrp/BOYAmt010007956
IRS990/TotalAssetsGrp/EOYAmt010448702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021331669
IRS990/TotalFunctionalExpensesGrp/TotalAmt021331669
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05286437
IRS990/TotalLiabilitiesEOYAmt05517034
IRS990/TotalLiabilitiesGrp/BOYAmt05286437
IRS990/TotalLiabilitiesGrp/EOYAmt05517034
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04721519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04931668
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021331669
IRS990/TotalProgramServiceRevenueAmt021492746
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048447
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021492746
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021541193
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010007956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010448702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03303 WILSHIRE BLVD STE 300
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090010
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06264641080
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CALIF SOFT DRINK INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,448,702
Liabilities
$5,517,034
Net assets
$4,931,668
Revenue
$21,541,193
Expenses
$21,331,669
Net income
$209,524
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