Civic Intelligence

Southern California Lumber Industry

EIN 95-6035120 • 501(c)9 • Los Angeles, CA

View Organization Page

Profile

To provide medical, surgical, hospital, dental and other benefits to employees of companies signing appropriate collective bargaining agreements.

1200 Wilshire Blvd FL 5Los Angeles, CA 90017

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.37x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.26x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

15th percentile

-11%

Higher net margin than 15% 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

16th percentile

-15%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

30th percentile

0.1%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$10,554,651

Down $3,174,906 (-23%) from 2022

Liabilities

Down

$3,918,076

Down $620,220 (-14%) from 2022

Net Assets

Down

$6,636,575

Down $2,554,686 (-28%) from 2022

Operations
Liabilities / Revenue85th percentileNet Margin15th percentile

Revenue

Up

$15,160,755

Up $217,116 (+1.5%) from 2022

Expenses

Down

$16,887,548

Down $200,727 (-1.2%) from 2022

Net Income

Up

-$1,726,793

Up $417,843 (+19%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,699,215Liabilities 2011: $2,006,243Net Assets 2011: $11,692,9722011Assets 2012: $14,503,647Liabilities 2012: $1,732,671Net Assets 2012: $12,770,9762012Assets 2013: $15,059,805Liabilities 2013: $2,092,474Net Assets 2013: $12,967,3312013Assets 2014: $14,510,949Liabilities 2014: $1,812,459Net Assets 2014: $12,698,4902014Assets 2015: $16,380,229Liabilities 2015: $3,531,251Net Assets 2015: $12,848,9782015Assets 2016: $15,649,963Liabilities 2016: $2,653,517Net Assets 2016: $12,996,4462016Assets 2017: $15,522,441Liabilities 2017: $2,558,974Net Assets 2017: $12,963,4672017Assets 2018: $15,789,333Liabilities 2018: $3,434,674Net Assets 2018: $12,354,6592018Assets 2019: $15,826,068Liabilities 2019: $3,918,061Net Assets 2019: $11,908,0072019Assets 2020: $15,901,867Liabilities 2020: $3,210,894Net Assets 2020: $12,690,9732020Assets 2021: $15,491,147Liabilities 2021: $3,573,160Net Assets 2021: $11,917,9872021Assets 2022: $13,729,557Liabilities 2022: $4,538,296Net Assets 2022: $9,191,2612022Assets 2024: $10,554,651Liabilities 2024: $3,918,076Net Assets 2024: $6,636,5752024

Highlighted filing

2024

Assets$10,554,651
Liabilities$3,918,076
Net Assets$6,636,575
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $14,741,839Expenses 2011: $13,960,708Net Income 2011: $781,1312011Revenue 2012: $10,371,479Expenses 2012: $9,557,554Net Income 2012: $813,9252012Revenue 2013: $10,084,010Expenses 2013: $9,786,910Net Income 2013: $297,1002013Revenue 2014: $9,457,373Expenses 2014: $9,634,983Net Income 2014: -$177,6102014Revenue 2015: $11,264,142Expenses 2015: $11,032,485Net Income 2015: $231,6572015Revenue 2016: $12,358,365Expenses 2016: $12,279,876Net Income 2016: $78,4892016Revenue 2017: $12,949,701Expenses 2017: $12,969,620Net Income 2017: -$19,9192017Revenue 2018: $13,609,340Expenses 2018: $14,053,249Net Income 2018: -$443,9092018Revenue 2019: $13,924,377Expenses 2019: $14,591,721Net Income 2019: -$667,3442019Revenue 2020: $13,869,106Expenses 2020: $13,205,435Net Income 2020: $663,6712020Revenue 2021: $14,504,770Expenses 2021: $15,108,446Net Income 2021: -$603,6762021Revenue 2022: $14,943,639Expenses 2022: $17,088,275Net Income 2022: -$2,144,6362022Revenue 2024: $15,160,755Expenses 2024: $16,887,548Net Income 2024: -$1,726,7932024

Highlighted filing

2024

Revenue$15,160,755
Expenses$16,887,548
Net Income-$1,726,793
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,554,651
Liabilities
$3,918,076
Net assets
$6,636,575
Revenue
$15,160,755
Expenses
$16,887,548
Net income
-$1,726,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$3.92$6.64$15.2$16.9$1.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$4.54$9.19$14.9$17.1$2.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$3.57$11.9$14.5$15.1$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$3.21$12.7$13.9$13.2$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$3.92$11.9$13.9$14.6$0.67
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$3.43$12.4$13.6$14.1$0.44
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$2.56$13.0$12.9$13.0$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$2.65$13.0$12.4$12.3$0.08
2015Detailed filing. Detailed filing data is available for this year.$16.4$3.53$12.8$11.3$11.0$0.23
2014Detailed filing. Detailed filing data is available for this year.$14.5$1.81$12.7$9.46$9.63$0.18
2013Summary only. Only limited summary data is available for this year.$15.1$2.09$13.0$10.1$9.79$0.30
2012Summary only. Only limited summary data is available for this year.$14.5$1.73$12.8$10.4$9.56$0.81
2011Summary only. Only limited summary data is available for this year.$13.7$2.01$11.7$14.7$14.0$0.78
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$25,544,423
Mission and Program Overview

Mission

To provide medical, surgical, hospital, dental and other benefits to employees of companies signing appropriate collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,076,163$11,129,056▼ $1,947,107
Rtn Earn Endowment Incm Other Fnds$11,917,987$9,191,261▼ $2,726,726
Accounts Receivable$1,426,987$1,526,016▲ $99,029
Prepaid Expenses and Deferred Charges$920,702$1,011,993▲ $91,291
Savings and Temporary Cash Investments$49,187$290,398▲ $241,211
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
Cash and Non-Interest-Bearing Accounts$18,108$-227,906▼ $246,014
Total Assets$15,491,147$13,729,557▼ $1,761,590
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$3,512,766$4,483,001▲ $970,235
Accounts Payable and Accrued Expenses$60,394$55,295▼ $5,099
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$3,573,160$4,538,296▲ $965,136
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,917,987$9,191,261▼ $2,726,726
Total Liabilities and Net Assets / Fund Balance$15,491,147$13,729,557▼ $1,761,590
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Brent BerglundManagement Trustee
Ernie MartinezManagement Trustee
John NicolsManagement Trustee
German IniguezUnion Trustee
Jose AmadorUnion Trustee
Oscar CordovaUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdministrationAdministration1200 WILSHIRE BLVD FL 5, Los Angeles, CA 90017$569,875
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,813,430
Investment Income
$130,015
Other Revenue
$194
Change in Net Assets
$-2,144,636

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,943,639
Revenue Not Reported on Form 990
$-582,090
Total Revenue per Audited Statements
$14,361,549
Total Revenue per Form 990
$14,943,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$863,522
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---$16,224,753
Fees for Services Management---$569,875
Fees for Services Other---$85,675
Office Expenses---$75,467
Fees for Services Legal---$52,656
Fees for Services Accounting---$48,396
Insurance---$18,323
Conferences and Meetings---$6,963
Fees for Service Investment Mgmnt Fees---$4,116
Other Expenses---$2,051
Total Functional Expenses$0$0$0$17,088,275

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,088,275
Total Expenses per Audited Statements$16,118,040
Expenses per Audited Statements$12,605,274
Expenses Not Reported on Financial Statements$4,483,001
Other Expense Adjustments$4,483,001
Expenses Not Reported on Form 990$3,512,766
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
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
Part. Accum. Eligibility$2,566,398
Incurred But Not Reported$1,357,600
Est. Bank Hour Liability$500,760
Prescription Claims Payable$58,243
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“Form 990 is provided to the board of trustees for review.”

PART VI, LINE 19:

“UPON REQUEST.”

PART VII, SECTION A:

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

Filing and Contact Details

Filer

Filer Name
Southern California Lumber Industry
EIN
95-6035120
In Care Of
% BENEFIT PROGRAMS ADMIN
Phone
5624635000
Address
1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA 90017

Signing Officer

Name
Ernie Martinez
Title
Trustee
Phone
5624635000
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lance Phillips
Formed
1952
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kelly W Fox
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 jurisdiction; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 2D:

“December 31, 2021 benefit obligations $3,512,766”

PART XII, LINE 4B:

“December 31, 2022 benefit obligations $4,483,001”

Raw XML AppendixShowing 400 of 443 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/BOYAmt060394
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt055295
IRS990/AccountsReceivableGrp/BOYAmt01426987
IRS990/AccountsReceivableGrp/EOYAmt01526016
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL AND OTHER BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt016224753
IRS990/BooksInCareOfDetail/PersonNm0BENEFIT PROGRAMS ADMIN
IRS990/BooksInCareOfDetail/PhoneNum05624635000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 WILSHIRE BLVD FL 5
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt018108
IRS990/CashNonInterestBearingGrp/EOYAmt0-227906
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt06963
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0569875
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01200 WILSHIRE BLVD FL 5
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090017
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0BENEFIT PROGRAMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt016224753
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0130015
IRS990/CYOtherExpensesAmt0863522
IRS990/CYOtherRevenueAmt0194
IRS990/CYProgramServiceRevenueAmt014813430
IRS990/CYRevenuesLessExpensesAmt0-2144636
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017088275
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014943639
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL AND OTHER BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt048396
IRS990/FeesForServicesLegalGrp/TotalAmt052656
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0569875
IRS990/FeesForServicesOtherGrp/TotalAmt085675
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04116
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/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN NICOLS
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT BERGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSE AMADOR
IRS990/Form990PartVIISectionAGrp/PersonNm3GERMAN INIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4OSCAR CORDOVA
IRS990/Form990PartVIISectionAGrp/PersonNm5ERNIE MARTINEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-93676
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010507108
IRS990/GrossReceiptsAmt025544423
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt018323
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0223691
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0223691
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013076163
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011129056
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010600784
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL AND OTHER BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011917987
IRS990/NetAssetsOrFundBalancesEOYAmt09191261
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-93676
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-93676
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-582090
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt075467
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/TotalAmt02051
IRS990/OtherLiabilitiesGrp/BOYAmt03512766
IRS990/OtherLiabilitiesGrp/EOYAmt04483001
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1COBRA SUBSIDY INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0128
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt166
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0128
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt166
IRS990/OtherRevenueTotalAmt0194
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/BOYAmt0920702
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01011993
IRS990/PrincipalOfficerNm0LANCE PHILLIPS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014773436
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139994
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014773436
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139994
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt014207708
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0164030
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0900738
IRS990/PYOtherRevenueAmt018121
IRS990/PYProgramServiceRevenueAmt014322619
IRS990/PYRevenuesLessExpensesAmt0-603676
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt015108446
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014504770
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2144636
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/BOYAmt011917987
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09191261
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049187
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0290398
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt03512766
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04483001
IRS990ScheduleD/ExpensesSubtotalAmt012605274
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-582090
IRS990ScheduleD/OtherExpensesIncludedAmt03512766
IRS990ScheduleD/OtherExpensesNotIncludedAmt04483001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01357600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12566398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2500760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt358243
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PART. ACCUM. ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EST. BANK HOUR LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PRESCRIPTION CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-582090
IRS990ScheduleD/RevenueSubtotalAmt014943639
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 JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DECEMBER 31, 2021 BENEFIT OBLIGATIONS $3,512,766
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DECEMBER 31, 2022 BENEFIT OBLIGATIONS $4,483,001
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt017088275
IRS990ScheduleD/TotalLiabilityAmt04483001
IRS990ScheduleD/TotalRevenuePerForm990Amt014943639
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014361549
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016118040
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any trusteesdirector's compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 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 - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0see part vii - supplemental information
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS AND ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015491147
IRS990/TotalAssetsEOYAmt013729557
IRS990/TotalAssetsGrp/BOYAmt015491147
IRS990/TotalAssetsGrp/EOYAmt013729557
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017088275
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03573160
IRS990/TotalLiabilitiesEOYAmt04538296
IRS990/TotalLiabilitiesGrp/BOYAmt03573160
IRS990/TotalLiabilitiesGrp/EOYAmt04538296
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011917987
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09191261
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt014813430
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0130015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014813624
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014943639
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015491147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013729557
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.