Civic Intelligence

Southern California Bakery & Confectionery Union and Industry Welfare Fund

EIN 95-4360512 • 501(c)9 • Alameda, CA

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Profile

To provide health and welfare benefits to eligible employees and their dependents.

Refreshing map…

1141 Harbor Bay Pkwy Ste 100Alameda, CA 94502

n/A

Siviq Scores

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

Liabilities / Assets

77th percentile

0.20x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.17x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

27th percentile

-2.0%

Higher net margin than 27% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.0%

Faster asset growth than 29% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-5.9%

Faster revenue growth than 19% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$8,420,151

Down $84,559 (-1.0%) from 2023

Liabilities

Down

$1,644,293

Down $184,725 (-10%) from 2023

Net Assets

Up

$6,775,858

Up $100,166 (+1.5%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin27th percentile

Revenue

Down

$9,564,200

Down $598,612 (-5.9%) from 2023

Expenses

Down

$9,755,147

Down $575,327 (-5.6%) from 2023

Net Income

Down

-$190,947

Down $23,285 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,971,522Liabilities 2011: $2,005,800Net Assets 2011: $7,965,7222011Assets 2012: $12,269,864Liabilities 2012: $2,159,594Net Assets 2012: $10,110,2702012Assets 2013: $10,180,993Liabilities 2013: $3,600,808Net Assets 2013: $6,580,1852013Assets 2015: $6,087,096Liabilities 2015: $2,330,685Net Assets 2015: $3,756,4112015Assets 2016: $5,290,556Liabilities 2016: $1,472,379Net Assets 2016: $3,818,1772016Assets 2017: $6,277,487Liabilities 2017: $1,439,895Net Assets 2017: $4,837,5922017Assets 2018: $7,094,342Liabilities 2018: $1,533,333Net Assets 2018: $5,561,0092018Assets 2019: $8,215,473Liabilities 2019: $1,478,798Net Assets 2019: $6,736,6752019Assets 2020: $8,898,433Liabilities 2020: $1,492,469Net Assets 2020: $7,405,9642020Assets 2021: $9,192,700Liabilities 2021: $1,738,494Net Assets 2021: $7,454,2062021Assets 2022: $8,703,628Liabilities 2022: $1,891,092Net Assets 2022: $6,812,5362022Assets 2023: $8,504,710Liabilities 2023: $1,829,018Net Assets 2023: $6,675,6922023Assets 2024: $8,420,151Liabilities 2024: $1,644,293Net Assets 2024: $6,775,8582024

Highlighted filing

2024

Assets$8,420,151
Liabilities$1,644,293
Net Assets$6,775,858
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$20M$10M$0-$10MRevenue 2011: $18,613,671Expenses 2011: $19,349,200Net Income 2011: -$735,5292011Revenue 2012: $18,593,339Expenses 2012: $19,087,784Net Income 2012: -$494,4452012Revenue 2013: $14,859,701Expenses 2013: $18,465,351Net Income 2013: -$3,605,6502013Revenue 2015: $11,767,500Expenses 2015: $13,860,202Net Income 2015: -$2,092,7022015Revenue 2016: $9,894,013Expenses 2016: $9,730,126Net Income 2016: $163,8872016Revenue 2017: $10,100,621Expenses 2017: $9,266,906Net Income 2017: $833,7152017Revenue 2018: $10,091,244Expenses 2018: $9,289,539Net Income 2018: $801,7052018Revenue 2019: $9,588,733Expenses 2019: $8,598,316Net Income 2019: $990,4172019Revenue 2020: $9,673,912Expenses 2020: $9,189,926Net Income 2020: $483,9862020Revenue 2021: $10,086,952Expenses 2021: $10,048,200Net Income 2021: $38,7522021Revenue 2022: $10,279,412Expenses 2022: $10,408,306Net Income 2022: -$128,8942022Revenue 2023: $10,162,812Expenses 2023: $10,330,474Net Income 2023: -$167,6622023Revenue 2024: $9,564,200Expenses 2024: $9,755,147Net Income 2024: -$190,9472024

Highlighted filing

2024

Revenue$9,564,200
Expenses$9,755,147
Net Income-$190,947
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,420,151
Liabilities
$1,644,293
Net assets
$6,775,858
Revenue
$9,564,200
Expenses
$9,755,147
Net income
-$190,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$1.64$6.78$9.56$9.76$0.19
2023Summary only. Only limited summary data is available for this year.$8.50$1.83$6.68$10.2$10.3$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.70$1.89$6.81$10.3$10.4$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$1.74$7.45$10.1$10.0$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.90$1.49$7.41$9.67$9.19$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$1.48$6.74$9.59$8.60$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$1.53$5.56$10.1$9.29$0.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$1.44$4.84$10.1$9.27$0.83
2016Summary only. Only limited summary data is available for this year.$5.29$1.47$3.82$9.89$9.73$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.09$2.33$3.76$11.8$13.9$2.09
2013Summary only. Only limited summary data is available for this year.$10.2$3.60$6.58$14.9$18.5$3.61
2012Summary only. Only limited summary data is available for this year.$12.3$2.16$10.1$18.6$19.1$0.49
2011Summary only. Only limited summary data is available for this year.$9.97$2.01$7.97$18.6$19.3$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$10,944,743
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,675,692$6,775,858▲ $100,166
Investments in Publicly Traded Securities$6,000,296$6,468,381▲ $468,085
Cash and Non-Interest-Bearing Accounts$1,664,935$1,162,286▼ $502,649
Accounts Receivable$815,882$768,939▼ $46,943
Prepaid Expenses and Deferred Charges$23,597$20,545▼ $3,052
Savings and Temporary Cash Investments$0$0→ $0
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$8,504,710$8,420,151▼ $84,559
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,776,126$1,568,923▼ $207,203
Accounts Payable and Accrued Expenses$31,575$59,192▲ $27,617
Deferred Revenue$21,317$16,178▼ $5,139
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$1,829,018$1,644,293▼ $184,725
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,675,692$6,775,858▲ $100,166
Total Liabilities and Net Assets / Fund Balance$8,504,710$8,420,151▼ $84,559
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Dominic CalarcoEmployer Trustee
James R HamEmployer Trustee
John OntiverosEmployer Trustee
Kelly DrydenEmployer Trustee
Adam TownsonUnion Trustee
Cynthia VasquezUnion Trustee
Doyle TownsonUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministration1141 HARBOR BAY PKWY STE 100, Alameda, CA 94502$304,671
Rael And LetsonConsulting160 BOVET RD STE 203, San Mateo, CA 94402$106,062
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,368,500
Investment Income
$195,700
Other Revenue
$0
Change in Net Assets
$-190,947

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,564,200
Revenue Not Reported on Form 990
$291,113
Total Revenue per Audited Statements
$9,855,313
Total Revenue per Form 990
$9,564,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$712,150
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---$9,042,997
Fees for Services Management---$304,671
Fees for Services Other---$114,415
Fees for Services Legal---$81,755
Fees for Services Accounting---$60,945
Office Expenses---$59,001
Fees for Service Investment Mgmnt Fees---$35,667
Insurance---$27,228
Conferences and Meetings---$23,356
Other Expenses---$5,112
Total Functional Expenses$0$0$0$9,755,147

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,962,350
Total Expenses per Audited Statements$9,962,350
Total Expenses per Form 990$9,755,147
Expenses Not Reported on Financial Statements$-207,203
Other Expense Adjustments$-207,203
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$1,568,923
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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:

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

PART VI, LINE 11B:

“The plan's cpa prepares the form 990 and presents it to the third party administrator for their review. The third party administrator then gives the 990 to the co-chairs for their review and signature. The completed form 990 is available to all trustees upon request.”

PART VI, LINE 12C:

“At least annually, trustees and other fiduciaries are asked to disclose in writing any relationships or interests that could give rise to a conflict.”

PART VI, LINE 19:

“The plan makes its governing documents and financial statements available to participants upon request. On an annual basis, a form 5500 annual return/report of employee benefit plan is filed with the department of labor (dol). This report is available on the dol website.”

PART VII, SECTION A:

“Trustees are not compensated by the plan. Compensation paid to trustees employed by related organizations is accurately reported on the related tax-exempt organizations' form 990, filed with the irs.”

Filing and Contact Details

Filer

Filer Name
Southern California Bakery & Confectionery
EIN
95-4360512
In Care Of
% MARY LAFFEY
Phone
8003880508
Address
1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502

Signing Officer

Name
James Ham
Title
Co Chair
Phone
8003880508
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Ham
Formed
1967
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, WA 98121-2345
Preparer
Catalina Kirby
Phone
2065963930
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. Part xii, line 4b: change in benefit obligations.”

Raw XML AppendixShowing 400 of 445 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031575
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt059192
IRS990/AccountsReceivableGrp/BOYAmt0815882
IRS990/AccountsReceivableGrp/EOYAmt0768939
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt09042997
IRS990/BooksInCareOfDetail/PersonNm0MARY LAFFEY
IRS990/BooksInCareOfDetail/PhoneNum08003880508
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01141 HARBOR BAY PKWY STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01664935
IRS990/CashNonInterestBearingGrp/EOYAmt01162286
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt023356
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0304671
IRS990/ContractorCompensationGrp/CompensationAmt1106062
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01141 HARBOR BAY PKWY STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1160 BOVET RD STE 203
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ALAMEDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN MATEO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094502
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194402
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0ZENITH AMERICAN SOLUTIONS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1RAEL AND LETSON
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt09042997
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0195700
IRS990/CYOtherExpensesAmt0712150
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09368500
IRS990/CYRevenuesLessExpensesAmt0-190947
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09755147
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09564200
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt021317
IRS990/DeferredRevenueGrp/EOYAmt016178
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt060945
IRS990/FeesForServicesLegalGrp/TotalAmt081755
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0304671
IRS990/FeesForServicesOtherGrp/TotalAmt0114415
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt035667
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DOYLE TOWNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES R HAM
IRS990/Form990PartVIISectionAGrp/PersonNm2DOMINIC CALARCO
IRS990/Form990PartVIISectionAGrp/PersonNm3KELLY DRYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN ONTIVEROS
IRS990/Form990PartVIISectionAGrp/PersonNm5CYNTHIA VASQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6ADAM TOWNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt016907
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01397450
IRS990/GrossReceiptsAmt010944743
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt027228
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0178793
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0178793
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06000296
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06468381
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01380543
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06675692
IRS990/NetAssetsOrFundBalancesEOYAmt06775858
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016907
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016907
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0291113
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt059001
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI EXCISE TAX
IRS990/OtherExpensesGrp/TotalAmt05112
IRS990/OtherLiabilitiesGrp/BOYAmt01776126
IRS990/OtherLiabilitiesGrp/EOYAmt01568923
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023597
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020545
IRS990/PrincipalOfficerNm0JAMES HAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08778392
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1590108
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08778392
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1590108
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09657256
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt065368
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0673218
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010097444
IRS990/PYRevenuesLessExpensesAmt0-167662
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010330474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010162812
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-190947
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06675692
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06775858
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-207203
IRS990ScheduleD/ExpensesSubtotalAmt09962350
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0291113
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-207203
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01568923
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0291113
IRS990ScheduleD/RevenueSubtotalAmt09564200
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. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt09755147
IRS990ScheduleD/TotalLiabilityAmt01568923
IRS990ScheduleD/TotalRevenuePerForm990Amt09564200
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09855313
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09962350
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE THIRD PARTY ADMINISTRATOR FOR THEIR REVIEW. THE THIRD PARTY ADMINISTRATOR THEN GIVES THE 990 TO THE CO-CHAIRS FOR THEIR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT LEAST ANNUALLY, TRUSTEES AND OTHER FIDUCIARIES ARE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR (DOL). THIS REPORT IS AVAILABLE ON THE DOL WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY RELATED ORGANIZATIONS IS ACCURATELY REPORTED ON THE RELATED TAX-EXEMPT ORGANIZATIONS' FORM 990, FILED WITH THE IRS.
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, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0A LIST OF CONTRIBUTING EMPLOYERS IS MAINTAINED AT THE TRUST'S ADMINISTRATIVE OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PARTS II, III AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08504710
IRS990/TotalAssetsEOYAmt08420151
IRS990/TotalAssetsGrp/BOYAmt08504710
IRS990/TotalAssetsGrp/EOYAmt08420151
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09755147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01829018
IRS990/TotalLiabilitiesEOYAmt01644293
IRS990/TotalLiabilitiesGrp/BOYAmt01829018
IRS990/TotalLiabilitiesGrp/EOYAmt01644293
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06675692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06775858
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09368500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0195700
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09368500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09564200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08504710

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