Civic Intelligence

Uflac Benefits Trust

990 • Fiscal year 2017 • EIN 95-4326722

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 01, 2018

Organization ProfileN/A

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1571 Beverly BlvdLos Angeles, CA 90026

(213) 485-2091

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.23x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

37th percentile

0.6%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$96,392

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

28th percentile

1.9%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

1.3%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$9,707,121

Up $179,939 (+1.9%) from 2016

Net Assets

Up

$7,466,741

Up $168,858 (+2.3%) from 2016

Liabilities

Up

$2,240,380

Up $11,081 (+0.5%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin37th percentile

Revenue

Up

$24,540,291

Up $318,500 (+1.3%) from 2016

Expenses

Up

$24,391,337

Up $65,928 (+0.3%) from 2016

Net Income

Up

$148,954

Up $252,572 (+244%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,140,261Liabilities 2011: $1,961,503Net Assets 2011: $6,178,7582011Assets 2012: $9,031,587Liabilities 2012: $3,345,527Net Assets 2012: $5,686,0602012Assets 2013: $9,011,861Liabilities 2013: $3,116,752Net Assets 2013: $5,895,1092013Assets 2015: $9,529,855Liabilities 2015: $2,228,100Net Assets 2015: $7,301,7552015Assets 2016: $9,527,182Liabilities 2016: $2,229,299Net Assets 2016: $7,297,8832016Assets 2017: $9,707,121Liabilities 2017: $2,240,380Net Assets 2017: $7,466,7412017Assets 2018: $10,042,924Liabilities 2018: $2,233,746Net Assets 2018: $7,809,1782018Assets 2019: $10,084,645Liabilities 2019: $1,907,767Net Assets 2019: $8,176,8782019Assets 2020: $11,336,488Liabilities 2020: $2,295,858Net Assets 2020: $9,040,6302020Assets 2021: $12,153,836Liabilities 2021: $1,901,620Net Assets 2021: $10,252,2162021Assets 2022: $10,842,780Liabilities 2022: $1,097,878Net Assets 2022: $9,744,9022022Assets 2023: $11,957,246Liabilities 2023: $320,059Net Assets 2023: $11,637,1872023Assets 2024: $12,930,892Liabilities 2024: $486,136Net Assets 2024: $12,444,7562024

Highlighted filing

2017

Assets$9,707,121
Liabilities$2,240,380
Net Assets$7,466,741
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $22,545,854Expenses 2011: $21,038,251Net Income 2011: $1,507,6032011Revenue 2012: $22,370,529Expenses 2012: $22,024,979Net Income 2012: $345,5502012Revenue 2013: $21,963,079Expenses 2013: $21,743,658Net Income 2013: $219,4212013Revenue 2015: $23,408,207Expenses 2015: $23,224,633Net Income 2015: $183,5742015Revenue 2016: $24,221,791Expenses 2016: $24,325,409Net Income 2016: -$103,6182016Revenue 2017: $24,540,291Expenses 2017: $24,391,337Net Income 2017: $148,9542017Revenue 2018: $24,868,214Expenses 2018: $24,384,166Net Income 2018: $484,0482018Revenue 2019: $23,966,963Expenses 2019: $23,838,683Net Income 2019: $128,2802019Revenue 2020: $22,945,725Expenses 2020: $22,237,937Net Income 2020: $707,7882020Revenue 2021: $22,230,938Expenses 2021: $21,213,657Net Income 2021: $1,017,2812021Revenue 2022: $22,799,101Expenses 2022: $22,096,092Net Income 2022: $703,0092022Revenue 2023: $23,197,707Expenses 2023: $22,094,478Net Income 2023: $1,103,2292023Revenue 2024: $23,938,714Expenses 2024: $23,573,433Net Income 2024: $365,2812024

Highlighted filing

2017

Revenue$24,540,291
Expenses$24,391,337
Net Income$148,954
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 1, 2018
Return Version
2016v3.1
Gross Receipts
$26,058,484
Mission and Program Overview

Mission

See schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,297,883$7,466,741▲ $168,858
Investments in Publicly Traded Securities$5,102,259$5,381,621▲ $279,362
Cash and Non-Interest-Bearing Accounts$2,887,891$2,188,366▼ $699,525
Accounts Receivable$1,493,296$2,109,485▲ $616,189
Land, Buildings, and Equipment, Net$28,763$17,214▼ $11,549
Savings and Temporary Cash Investments$14,973$10,435▼ $4,538
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
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
Total Assets$9,527,182$9,707,121▲ $179,939
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,192,951$2,084,573▼ $108,378
Accounts Payable and Accrued Expenses$36,348$155,807▲ $119,459
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$2,229,299$2,240,380▲ $11,081
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,297,883$7,466,741▲ $168,858
Total Liabilities and Net Assets / Fund Balance$9,527,182$9,707,121▲ $179,939

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,214$40,532$57,746
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank LimaTrusteePT-$96,392$96,392
Dave PimentleVice-chairmanPT-$83,005$83,005
Anthony GamboaChairmanPT-$83,005$83,005
David SifuentesTrusteePT$17,311$557$17,868
Rigo ArellanoTrusteePT$8,444-$8,444
Ed ElgueaTrusteePT$7,376$257$7,633
David RilesTrusteePT$3,033$4,480$7,513

Highest Paid Contractors

ContractorServicesLocationCompensation
businessolver incmembership software1025 ashworth rd ste 403, West Des Moines, IA 50265$313,943
christina b wannAccounting444 calle miramar, Redondo Beach, CA 90277$110,303
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,282,298
Investment Income
$257,993
Other Revenue
$0
Change in Net Assets
$148,954

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,540,291
Revenue Not Reported on Form 990
$19,904
Total Revenue per Audited Statements
$24,560,195
Total Revenue per Form 990
$24,540,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$944,876
Salaries, Compensation, and Employee Benefits$642,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,803,747
Other Salaries and Wages---$476,736
Other Expenses---$353,151
Fees for Services Accounting---$180,795
Office Expenses---$122,953
Conferences and Meetings---$94,907
Fees for Services Other---$90,118
Pension Plan Contributions---$61,126
Payroll Taxes---$44,049
Current Officers, Directors, Trustees, and Key Employees---$36,164
Occupancy---$30,000
Other Employee Benefits---$24,639
Insurance---$14,461
Fees for Services Legal---$13,230
Depreciation Depletion---$11,549
Fees for Service Investment Mgmnt Fees---$3,073
Total Functional Expenses$0$0$0$24,391,337

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,391,337
Total Expenses per Audited Statements$24,391,337
Total Expenses per Form 990$24,391,337
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
Benefit Obligations$1,822,950
Postretirement Benefit Obligations$261,623
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Uflac Benefits Trust
EIN
95-4326722
In Care Of
% DAVE PIMENTLE
Phone
2134852091
Address
1571 BEVERLY BLVD, LOS ANGELES, CA 90026

Signing Officer

Name
Dave Pimentle
Title
vice chairman
Phone
2134852091
Signed
2018-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Pimentle
Formed
1994
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
12
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Additional Explanations

parts I and III, line 1:

“THE UFLAC BENEFITS TRUST IS A WELFARE BENEFIT PLAN PROVIDING MEDICAL, DENTAL, LONG TERM DISABILITY, LONG TERM CARE AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PART VI, LINE 11b: THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES AND REVIEWED AT THE BOARD OF TRUSTEES MEETING. PART VI, LINE 12c: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD give RISE TO CONFLICTS. PART VI, LINE 19: the PLAN DOCUMENT, trust agreement, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan OFFICE AND ARE AVAILABLE UPON REQUEST.”

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 455 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/OtherExpensesGrp/Desc3COMPUTER RELATED EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt10
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt040532
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057746
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt019904
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0261623
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11822950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POSTRETIREMENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt019904
IRS990ScheduleD/RevenueSubtotalAmt024540291
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:
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IRS990ScheduleD/TotalExpensesPerForm990Amt024391337
IRS990ScheduleD/TotalLiabilityAmt02084573
IRS990ScheduleD/TotalRevenuePerForm990Amt024540291
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024560195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024391337
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UFLAC BENEFITS TRUST IS A WELFARE BENEFIT PLAN PROVIDING MEDICAL, DENTAL, LONG TERM DISABILITY, LONG TERM CARE AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PART VI, LINE 11b: THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES AND REVIEWED AT THE BOARD OF TRUSTEES MEETING. PART VI, LINE 12c: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD give RISE TO CONFLICTS. PART VI, LINE 19: the PLAN DOCUMENT, trust agreement, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0parts i and iii, line 1:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED FIREFIGHTERS OF LA CITY LOCAL 112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEE ATTACHED FOR A LIST OF CONTRIBUTING
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01571 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090026
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE CITY OF LOS ANGELES UNITED FIREFIGHTERS OF LOS ANGELES CITY, LOCAL 112
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH R, PART II - LIST OF CONTRIBUTING EMPLOYERS:
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt024391337
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt02229299
IRS990/TotalLiabilitiesGrp/EOYAmt02240380
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07297883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07466741
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt024282298

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,707,121
Liabilities
$2,240,380
Net assets
$7,466,741
Revenue
$24,540,291
Expenses
$24,391,337
Net income
$148,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.49$12.4$23.9$23.6$0.37
2023Summary only. Only limited summary data is available for this year.$12.0$0.32$11.6$23.2$22.1$1.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$1.10$9.74$22.8$22.1$0.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$1.90$10.3$22.2$21.2$1.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$2.30$9.04$22.9$22.2$0.71
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.91$8.18$24.0$23.8$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$2.23$7.81$24.9$24.4$0.48
2017Detailed filing. Detailed filing data is available for this year.$9.71$2.24$7.47$24.5$24.4$0.15
2016Detailed filing. Detailed filing data is available for this year.$9.53$2.23$7.30$24.2$24.3$0.10
2015Detailed filing. Detailed filing data is available for this year.$9.53$2.23$7.30$23.4$23.2$0.18
2013Summary only. Only limited summary data is available for this year.$9.01$3.12$5.90$22.0$21.7$0.22
2012Summary only. Only limited summary data is available for this year.$9.03$3.35$5.69$22.4$22.0$0.35
2011Summary only. Only limited summary data is available for this year.$8.14$1.96$6.18$22.5$21.0$1.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $25M-$50M nonprofits