Civic Intelligence

Union Employees Vacation Savings And

EIN 95-3618401 • 501(c)5 • Riverside, CA

View Organization Page

Profile

Collection and distribution of vacation benefits.

1168 E LA Cadena DrRiverside, CA 92507

n/A

Siviq Scores

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

Liabilities / Assets

99th percentile

1.02x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

1.01x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Net Margin

31st percentile

1.0%

Higher net margin than 31% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

501(c)5 • $1M-$5M nonprofits • Source year 2025

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

15%

Faster revenue growth than 74% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$1,435,819

Up $183,339 (+15%) from 2024

Liabilities

Up

$1,467,863

Up $176,237 (+14%) from 2024

Net Assets

Up

-$32,044

Up $7,102 (+18%) from 2024

Operations
Liabilities / Revenue96th percentileNet Margin31st percentile

Revenue

Up

$1,448,540

Up $190,165 (+15%) from 2024

Expenses

Up

$1,434,401

Up $185,562 (+15%) from 2024

Net Income

Up

$14,139

Up $4,603 (+48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $659,435Liabilities 2012: $623,524Net Assets 2012: $35,9112012Assets 2013: $660,834Liabilities 2013: $629,239Net Assets 2013: $31,5952013Assets 2014: $701,171Liabilities 2014: $677,486Net Assets 2014: $23,6852014Assets 2015: $732,241Liabilities 2015: $677,486Net Assets 2015: $54,7552015Assets 2016: $784,142Liabilities 2016: $0Net Assets 2016: $784,1422016Assets 2017: $760,967Liabilities 2017: $0Net Assets 2017: $760,9672017Assets 2018: $754,830Liabilities 2018: $0Net Assets 2018: $754,8302018Assets 2019: $781,952Liabilities 2019: $0Net Assets 2019: $781,9522019Assets 2020: $721,227Liabilities 2020: $0Net Assets 2020: $721,2272020Assets 2021: $1,060,579Liabilities 2021: $1,101,905Net Assets 2021: -$41,3262021Assets 2022: $1,123,250Liabilities 2022: $1,174,307Net Assets 2022: -$51,0572022Assets 2023: $1,149,273Liabilities 2023: $1,200,154Net Assets 2023: -$50,8812023Assets 2024: $1,252,480Liabilities 2024: $1,291,626Net Assets 2024: -$39,1462024Assets 2025: $1,435,819Liabilities 2025: $1,467,863Net Assets 2025: -$32,0442025

Highlighted filing

2025

Assets$1,435,819
Liabilities$1,467,863
Net Assets-$32,044
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $621,931Expenses 2012: $621,507Net Income 2012: $4242012Revenue 2013: $628,633Expenses 2013: $632,949Net Income 2013: -$4,3162013Revenue 2014: $632,142Expenses 2014: $640,052Net Income 2014: -$7,9102014Revenue 2015: $717,571Expenses 2015: $686,501Net Income 2015: $31,0702015Revenue 2016: $946,060Expenses 2016: $894,159Net Income 2016: $51,9012016Revenue 2017: $917,949Expenses 2017: $941,124Net Income 2017: -$23,1752017Revenue 2018: $925,695Expenses 2018: $931,832Net Income 2018: -$6,1372018Revenue 2019: $977,653Expenses 2019: $950,531Net Income 2019: $27,1222019Revenue 2020: $1,012,168Expenses 2020: $1,072,893Net Income 2020: -$60,7252020Revenue 2021: $1,010,936Expenses 2021: $1,012,583Net Income 2021: -$1,6472021Revenue 2022: $1,103,643Expenses 2022: $1,113,374Net Income 2022: -$9,7312022Revenue 2023: $1,157,180Expenses 2023: $1,161,842Net Income 2023: -$4,6622023Revenue 2024: $1,258,375Expenses 2024: $1,248,839Net Income 2024: $9,5362024Revenue 2025: $1,448,540Expenses 2025: $1,434,401Net Income 2025: $14,1392025

Highlighted filing

2025

Revenue$1,448,540
Expenses$1,434,401
Net Income$14,139
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,435,819
Liabilities
$1,467,863
Net assets
-$32,044
Revenue
$1,448,540
Expenses
$1,434,401
Net income
$14,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.44$1.47$0.03$1.45$1.43$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.25$1.29$0.04$1.26$1.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.15$1.20$0.05$1.16$1.16$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.12$1.17$0.05$1.10$1.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.06$1.10$0.04$1.01$1.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.01$1.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.98$0.95$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.93$0.93$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.92$0.94$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.95$0.89$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.68$0.05$0.72$0.69$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.68$0.02$0.63$0.64$0.01
2013Summary only. Only limited summary data is available for this year.$0.66$0.63$0.03$0.63$0.63$0.00
2012Summary only. Only limited summary data is available for this year.$0.66$0.62$0.04$0.62$0.62$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.2
Gross Receipts
$2,709,722
Mission and Program Overview

Mission

Collection and distribution of vacation benefits.

To collect and distribute vacation benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$479,637$1,267,877▲ $788,240
Investments in Publicly Traded Securities$632,216$0▼ $632,216
Accounts Receivable$102,527$123,826▲ $21,299
Cash and Non-Interest-Bearing Accounts$38,100$44,116▲ $6,016
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-39,146$-32,044▲ $7,102
Total Assets$1,252,480$1,435,819▲ $183,339
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,291,477$1,467,863▲ $176,386
Accounts Payable and Accrued Expenses$149$0▼ $149
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$1,291,626$1,467,863▲ $176,237
Net Assets / Fund Balance
Total Net Assets Fund Balance$-39,146$-32,044▲ $7,102
Total Liabilities and Net Assets / Fund Balance$1,252,480$1,435,819▲ $183,339
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Bob HicksTrustee
Branden LopezTrustee
Camila Madison-wilsonTrustee
Chris TaberTrustee
Mario GamboaTrustee
Michael DeaTrustee
Robert GlazaTrustee
Sean LopezTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,422,908
Investment Income
$25,632
Other Revenue
$0
Change in Net Assets
$14,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,448,540
Revenue Not Reported on Form 990
$-7,037
Total Revenue per Audited Statements
$1,441,503
Total Revenue per Form 990
$1,448,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,603
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---$1,217,798
Payments to Affiliates---$194,370
Fees for Services Accounting---$12,500
Fees for Services Other---$6,638
Office Expenses---$1,512
Insurance---$1,391
Fees for Services Legal---$192
Total Functional Expenses$0$0$0$1,434,401

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,434,401
Total Expenses per Audited Statements$1,434,401
Total Expenses per Form 990$1,434,401
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
Subject to proxy tax
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
Vacation Funds Payable$1,299,313
Due to Related Organizations$168,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 8B:

“There are no committees who act on behalf of the governing body.”

PART VI, LINE 11B:

“THE TRUSTEES ARE SENT A COPY OF THE RETURN, AND THEY REVIEW it BEFORE SIGNING.”

PART VI, LINE 12C:

“The trustees have periodic board meetings where all issues are discussed.”

PART VI, LINE 19:

“All documents are available at the stated address.”

PART VII, LINE 1A:

“Any trusteesdirectors' compensation and/or benefits from related tax-exempt organizations is available on those organizations' forms 990.”

Filing and Contact Details

Filer

Filer Name
Union Employees Vacation Savings and
EIN
95-3618401
In Care Of
% SANDRA DEA
Phone
9516841791
Address
1168 E LA CADENA DR, RIVERSIDE, CA 92507

Signing Officer

Name
Michael Dea
Title
Trustee
Phone
9516841791
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Dea
Formed
1981
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Gustavo Valle
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 plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan 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 451 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/CYRevenuesLessExpensesAmt014139
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COLLECTION AND DISTRIBUTION OF VACATION BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0-39146
IRS990/NetAssetsOrFundBalancesEOYAmt0-32044
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011699
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011699
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7037
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt01512
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01291477
IRS990/OtherLiabilitiesGrp/EOYAmt01467863
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0194370
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SANDRA DEA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1SUPPLEMENTAL DUES
IRS990/ProgramServiceRevenueGrp/Desc2RECONTRIBUTIONS OF BENEFITS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01217798
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1194370
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210740
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1194370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210740
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01069582
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt014139
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-39146
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-32044
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0479637
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01267877
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IRS990ScheduleD/ExpensesSubtotalAmt01434401
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-7037
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0168550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11299313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-7037
IRS990ScheduleD/RevenueSubtotalAmt01448540
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN 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:
IRS990ScheduleD/TotalExpensesPerForm990Amt01434401
IRS990ScheduleD/TotalLiabilityAmt01467863
IRS990ScheduleD/TotalRevenuePerForm990Amt01448540
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01441503
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01434401
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WHO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE SENT A COPY OF THE RETURN, AND THEY REVIEW it BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES HAVE PERIODIC BOARD MEETINGS WHERE ALL ISSUES ARE DISCUSSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE AT THE STATED ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY TRUSTEESDIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IPM HEALTH & WELFARE TRUST OF CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956289239
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE ADMIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01168 E LA CADENA DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RIVERSIDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092507
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01252480
IRS990/TotalAssetsEOYAmt01435819
IRS990/TotalAssetsGrp/BOYAmt01252480
IRS990/TotalAssetsGrp/EOYAmt01435819
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01434401
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01467863
IRS990/TotalLiabilitiesGrp/BOYAmt01291626
IRS990/TotalLiabilitiesGrp/EOYAmt01467863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-39146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-32044
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01422908
IRS990/TotalReportableCompFromOrgAmt00

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