Civic Intelligence

Office & Prof Ees Intl Union Locals 30

990 • Fiscal year 2016 • EIN 95-6047601

Feb 01, 2015 to Jan 31, 2016 • Filed on Dec 09, 2016

Organization ProfileWWW.OPEIUFUNDS.ORG

View Organization Page

13191 Crossroads Parkway No 205City Of Industry, CA 91746-3434

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.26x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.21x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

67th percentile

9.8%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$1

Higher top officer pay than 51% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-4.2%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$5,806,060

Up $818,574 (+16%) from 2015

Net Assets

Up

$4,288,145

Up $655,289 (+18%) from 2015

Liabilities

Up

$1,517,915

Up $163,285 (+12%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin67th percentile

Revenue

Down

$7,356,773

Down $324,330 (-4.2%) from 2015

Expenses

Down

$6,635,102

Down $406,346 (-5.8%) from 2015

Net Income

Up

$721,671

Up $82,016 (+13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,533,598Liabilities 2011: $1,357,206Net Assets 2011: $4,176,3922011Assets 2012: $5,213,143Liabilities 2012: $2,494,394Net Assets 2012: $2,718,7492012Assets 2013: $4,849,367Liabilities 2013: $1,881,306Net Assets 2013: $2,968,0612013Assets 2014: $4,637,330Liabilities 2014: $1,693,519Net Assets 2014: $2,943,8112014Assets 2015: $4,987,486Liabilities 2015: $1,354,630Net Assets 2015: $3,632,8562015Assets 2016: $5,806,060Liabilities 2016: $1,517,915Net Assets 2016: $4,288,1452016Assets 2017: $6,978,893Liabilities 2017: $1,306,829Net Assets 2017: $5,672,0642017Assets 2018: $8,015,702Liabilities 2018: $1,379,355Net Assets 2018: $6,636,3472018Assets 2019: $8,577,679Liabilities 2019: $1,667,845Net Assets 2019: $6,909,8342019Assets 2020: $9,849,145Liabilities 2020: $1,631,957Net Assets 2020: $8,217,1882020Assets 2021: $11,586,122Liabilities 2021: $1,296,603Net Assets 2021: $10,289,5192021Assets 2022: $12,791,021Liabilities 2022: $1,414,643Net Assets 2022: $11,376,3782022Assets 2023: $12,866,612Liabilities 2023: $1,478,902Net Assets 2023: $11,387,7102023Assets 2024: $14,475,751Liabilities 2024: $1,651,517Net Assets 2024: $12,824,2342024Assets 2025: $15,245,101Liabilities 2025: $1,289,233Net Assets 2025: $13,955,8682025

Highlighted filing

2016

Assets$5,806,060
Liabilities$1,517,915
Net Assets$4,288,145
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,982,108Expenses 2011: $6,231,003Net Income 2011: -$248,8952011Revenue 2012: $6,944,297Expenses 2012: $8,317,436Net Income 2012: -$1,373,1392012Revenue 2013: $7,626,522Expenses 2013: $7,348,380Net Income 2013: $278,1422013Revenue 2014: $6,978,096Expenses 2014: $6,926,229Net Income 2014: $51,8672014Revenue 2015: $7,681,103Expenses 2015: $7,041,448Net Income 2015: $639,6552015Revenue 2016: $7,356,773Expenses 2016: $6,635,102Net Income 2016: $721,6712016Revenue 2017: $7,879,710Expenses 2017: $6,428,618Net Income 2017: $1,451,0922017Revenue 2018: $7,511,401Expenses 2018: $6,467,906Net Income 2018: $1,043,4952018Revenue 2019: $7,584,265Expenses 2019: $7,312,597Net Income 2019: $271,6682019Revenue 2020: $8,023,492Expenses 2020: $7,011,170Net Income 2020: $1,012,3222020Revenue 2021: $8,442,772Expenses 2021: $6,452,150Net Income 2021: $1,990,6222021Revenue 2022: $8,399,533Expenses 2022: $6,853,650Net Income 2022: $1,545,8832022Revenue 2023: $8,459,322Expenses 2023: $7,334,341Net Income 2023: $1,124,9812023Revenue 2024: $8,246,668Expenses 2024: $6,687,175Net Income 2024: $1,559,4932024Revenue 2025: $7,502,089Expenses 2025: $6,122,365Net Income 2025: $1,379,7242025

Highlighted filing

2016

Revenue$7,356,773
Expenses$6,635,102
Net Income$721,671
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Gross Receipts
$7,356,773
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,321,999$4,334,235▲ $1,012,236
Rtn Earn Endowment Incm Other Fnds$3,632,856$4,288,145▲ $655,289
Cash and Non-Interest-Bearing Accounts$841,077$812,106▼ $28,971
Accounts Receivable$803,268$650,005▼ $153,263
Prepaid Expenses and Deferred Charges$21,142$9,714▼ $11,428
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,987,486$5,806,060▲ $818,574
Liabilities
Other Liabilities$1,346,500$1,437,500▲ $91,000
Accounts Payable and Accrued Expenses$8,130$80,415▲ $72,285
Total Liabilities$1,354,630$1,517,915▲ $163,285
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,632,856$4,288,145▲ $655,289
Total Liabilities and Net Assets / Fund Balance$4,987,486$5,806,060▲ $818,574
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleOtherTotal
See Sch O for CompensationPaid by Related Organization$1$1

Board Members and Trustees

NameTitle
Jacqueline White-brownChairperson
James K BernsenCo-chair
Laura VillegasTrustee
Leon F MarzillierTrustee
Lynnette T HowardTrustee
Michelle PonceTrustee
Patrick McginnTrustee
Ronald T KennedyTrustee
Walter Allen JrTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdministrationContract Administrator13191 CROSSROADS PARKWAY NORTH SUI, City Of Industry, CA 91746$393,087
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,277,715
Investment Income
$79,058
Other Revenue
$0
Change in Net Assets
$721,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,356,773
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-66,382
Total Revenue per Audited Statements
$7,290,391
Total Revenue per Form 990
$7,356,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$649,261
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---$5,985,841
Fees for Services Management---$365,758
Fees for Services Other---$127,109
Office Expenses---$48,087
Fees for Services Accounting---$40,865
Fees for Services Legal---$22,804
Conferences and Meetings---$12,157
Other Expenses---$11,856
Insurance---$10,425
Fees for Service Investment Mgmnt Fees---$10,200
Total Functional Expenses$0$0$0$6,635,102

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,635,102
Expenses per Audited Statements$6,544,102
Total Expenses per Audited Statements$6,544,102
Expenses Not Reported on Financial Statements$91,000
Other Expense Adjustments$91,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$1,082,800
Claims Payable & Incurred But Not Reported$354,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has contracted with benefit programs administration to provide administrative services for the organization.”

Form 990, Part VI, Section A, Line 8B

“There are no other committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to the organization's governing body for their review prior to form 990 being filed. The form 990 is then presented at a board meeting and reviewed by the governing body.”

Form 990, Part VI, Section B, Line 12C

“The trustees are required to disclose any material transaction or relationship that reasonably could be expected to give rise to a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate trustees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict-of-interest policy and financial statements available to the public upon request.”

FORM 990, PART VII, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third party administrator, benefits programs administration, inc.”

Filing and Contact Details

Filer

Filer Name
Office & Prof Ees Intl Union Locals 30
EIN
95-6047601
Phone
5624635000
Address
13191 CROSSROADS PARKWAY NO 205, CITY OF INDUSTRY, CA 91746-3434

Signing Officer

Name
Jacqueline White-brown
Title
Chairperson
Phone
5624635000
Signed
2016-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline White-brown
Formed
1954
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
600 CITY PARKWAY WEST SUITE 300, ORANGE, CA 92868
Preparer
Richard Thiermann
Phone
7142570100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for the audited financial statements and selection of the independent accountant that audits the organization's financial statements. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan has analyzed the tax positions taken by the plan and has concluded that, as of january 31, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 417 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
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06765152
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1444728
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt267835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06765152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1444728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt267835
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06410246
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066162
IRS990/PYOtherExpensesAmt0631202
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07614941
IRS990/PYRevenuesLessExpensesAmt0639655
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07041448
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07681103
IRS990/ReconcilationRevenueExpnssAmt0721671
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03632856
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04288145
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt091000
IRS990ScheduleD/ExpensesSubtotalAmt06544102
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-66382
IRS990ScheduleD/OtherExpensesNotIncludedAmt091000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01082800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1354700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE & INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0-66382
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07356773
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JANUARY 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06635102
IRS990ScheduleD/TotalLiabilityAmt01437500
IRS990ScheduleD/TotalRevenuePerForm990Amt07356773
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07290391
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06544102
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS CONTRACTED WITH BENEFIT PROGRAMS ADMINISTRATION TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR THEIR REVIEW PRIOR TO FORM 990 BEING FILED. THE FORM 990 IS THEN PRESENTED AT A BOARD MEETING AND REVIEWED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY MATERIAL TRANSACTION OR RELATIONSHIP THAT REASONABLY COULD BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, BENEFITS PROGRAMS ADMINISTRATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT AUDITS THE ORGANIZATION'S FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OPEIU LOCALS 30 & 537 RETIREMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OPEIU LOCAL 30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2OPEIU LOCAL 537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956072309
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1951264785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2954413945
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt013191 CROSSROADS PARKWAY SUITE 205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1705 WEST ARROYO HIGHWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23229 E FOOTHILL BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CITY OF INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CLAREMONT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PASADENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd191711
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MUTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JANUARY 31, 2016, THERE ARE APPROXIMATELY 109 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABF FREIGHT SYSTEMS INC AFSCME COUNCIL #3090 AFSCME COUNCIL 1136 AFT COLLEGE STAFF GUILD AI R CONDITIONING & REF JATC ALLIED WORKERS LOCAL 28 AMALGAMATED TRANSIT #1277 AMERICAN POSTAL WORKERS UNION APPRENTICE & JOURNEYMEN TRAINING ARIZONA AFL-CIO ASBESTOS WORKERS JOINT APPRENTICESHIP FUND BAECHLER INVESTIGATIVE SERVICE BENEFIT PROGRAMS ADMIN BOILERMAKERS LOCAL 101 BRICKLAYERS LOCAL #4 BRICK MASONS APPRENTICESHIP & TRAINING TRUST BUSH GOTTLIEB A LAW CAL FED . TEACHERS CEMENT MASONS #600 CEMENT MASONS #500 COLORADO BLDG & CONSTR TRADES COMM WORKERS/ AMERICA 7777 CWA LOCAL #9003 CWA LOCAL #9505 CWA LOCAL #9510 CWA LOCAL 9586 DENVER FIRE FIGHTERS LOCAL 858 EL ECTRIC AL TRA I NI NG I NST ITUT ELEVATOR CONSTRUCTION ELEVATOR CONSTRUCTION #18 ELEVATOR CONSTRUCTORS 25 EMPLOYER ' S- WAREHOUSEMEN'S P.T . FED OF LABOR LA COUNTY FIRE FIGHTERS #1014 FIREFIGHTERS I NSURANCE TRUST GOLDSCHMID, SILVER & SPINDEL IATSE # 122 IBEW LOC AL #639 IBEW LOCAL #18 IBEW LOCAL UNION #413 IAM DISTRICT #947 IBEW LOCAL #11 IBEW LOCAL #440 IBEW LOCAL UNION 640 IBEW LOCAL UNION #441 IBEW LOCAL UNION #952 IBEW NECA LMCC IBEW NECA TRUST FUND ILWU LOCAL #13 ILWU LOCAL #26 INITIAL FORCE ELIG LMED BENJ IRON WORK ERS LOCAL #433 IRON WORKERS LOCAL #416 K. P.N . A. A/ ATTN: DEBBIE EVEN KAISER/ PEOPLE SOLUTIONS L . A. CNTY PROBATION 11685 LA/OC BUILDING & CONSTRUCTION LABOR MANAGEMENT COMPLIANCE CO LABORERS LOC AL #585 LABORER'S LOCAL #652 LAS VEGAS J.A.T.C. LAW OFFICE OF ESTEBAN LIZARDO LOS ANGELES COLLEGE FACULTY MACHINISTS DIST . LODGE #1484 MUSICIANS LOCAL #325 MUSICIANS INTRGLD CREDIT UNION NATLINSPECTION TESTING CERT O.P.E.I . U. LOCAL #537 OPEIU LOCAL 30 OPERATING ENGINEERS BEN . TRUST ORANGE COUNTY LABOR FEDERATION PARI-MUTUEL EMPLOYEES GLD280 PIPE IND . & EDUCATIONAL PIPE TRADES TRUST FUND PIPE TRADES, DC #16 PLASTER ' S JAC PLUMBERS & FITTERS LOCAL 11761 PLUMBERS & FITTERSLOCAL 230 PLUMBERS AND PIPEFITTERS #525 PLUMBER'S LOCAL #582 PLUMBER'S LOCAL #78 ROCKY MOUNTAIN A/ C LODGE #1886 ROTHNER , SEGALL & GREENSTONE SAG - AFTRA SEIU LOCAL #721 SHEET METAL APP TRUST L 11273 SHEET METAL BNFT PLNS ADM CORP SHEET METAL WKRS LOCAL 11206 SHEET METAL WORKERS 11170 SHEET METAL WORKERS 11273 SHEET METAL WORKERS JA SHEET METAL WORKERS LOCAL 105 SOUTHWEST REGIONAL SPRINKLER FI TTERS #709 SPRINKLER FITTERS #709 JAC STEAMFITTERS LOCAL #250 U. A. LOCAL #345 U. A. LOCAL 114 - PLUMBERS UA LOCAL 484 PLUMBERS / STEAMFI UAW LOCAL 509 UBC APPRENTICESHIP & TRAINING UBC NATL J OB CORPS TRAING FUND UFLAC, LOCAL # 112 UNITED ASSN PLUMBERS & STEAMFI UNITED LABOR AGENCY OF O.C . USC & JOINERS OF AMERICA UTILITY WORKERS #132 WAREHOUSEMEN'S H & W FUND ZENITH AMERICAN SOLUTIONS
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE 3, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04987486
IRS990/TotalAssetsEOYAmt05806060
IRS990/TotalAssetsGrp/BOYAmt04987486
IRS990/TotalAssetsGrp/EOYAmt05806060
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06635102
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01354630
IRS990/TotalLiabilitiesEOYAmt01517915
IRS990/TotalLiabilitiesGrp/BOYAmt01354630
IRS990/TotalLiabilitiesGrp/EOYAmt01517915
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03632856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04288145
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07277715
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt079058
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07277715
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07356773
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04987486
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05806060
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013191 CROSSROADS PARKWAY NO 205
IRS990/USAddress/CityNm0CITY OF INDUSTRY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0917463434
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.OPEIUFUNDS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE WHITE-BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05624635000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OFFICE & PROF EES INTL UNION LOCALS 30
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& 537 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OFFI
ReturnHeader/Filer/EIN0956047601
ReturnHeader/Filer/PhoneNum05624635000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,806,060
Liabilities
$1,517,915
Net assets
$4,288,145
Revenue
$7,356,773
Expenses
$6,635,102
Net income
$721,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$1.29$14.0$7.50$6.12$1.38
2024Detailed filing. Detailed filing data is available for this year.$14.5$1.65$12.8$8.25$6.69$1.56
2023Detailed filing. Detailed filing data is available for this year.$12.9$1.48$11.4$8.46$7.33$1.12
2022Detailed filing. Detailed filing data is available for this year.$12.8$1.41$11.4$8.40$6.85$1.55
2021Detailed filing. Detailed filing data is available for this year.$11.6$1.30$10.3$8.44$6.45$1.99
2020Detailed filing. Detailed filing data is available for this year.$9.85$1.63$8.22$8.02$7.01$1.01
2019Detailed filing. Detailed filing data is available for this year.$8.58$1.67$6.91$7.58$7.31$0.27
2018Detailed filing. Detailed filing data is available for this year.$8.02$1.38$6.64$7.51$6.47$1.04
2017Detailed filing. Detailed filing data is available for this year.$6.98$1.31$5.67$7.88$6.43$1.45
2016Detailed filing. Detailed filing data is available for this year.$5.81$1.52$4.29$7.36$6.64$0.72
2015Detailed filing. Detailed filing data is available for this year.$4.99$1.35$3.63$7.68$7.04$0.64
2014Summary only. Only limited summary data is available for this year.$4.64$1.69$2.94$6.98$6.93$0.05
2013Summary only. Only limited summary data is available for this year.$4.85$1.88$2.97$7.63$7.35$0.28
2012Summary only. Only limited summary data is available for this year.$5.21$2.49$2.72$6.94$8.32$1.37
2011Summary only. Only limited summary data is available for this year.$5.53$1.36$4.18$5.98$6.23$0.25