Civic Intelligence

Office & Prof Ees Intl Union Locals 30

990 • Fiscal year 2017 • EIN 95-6047601

Feb 01, 2016 to Jan 31, 2017 • Filed on Dec 12, 2017

Organization ProfileWWW.OPEIUFUNDS.ORG

View Organization Page

1200 Wilshile Blvd 5th FloorLos Angeles, CA 90017

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

75th percentile

0.19x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.17x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$1

Higher top officer pay than 50% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

7.1%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$6,978,893

Up $1,172,833 (+20%) from 2016

Net Assets

Up

$5,672,064

Up $1,383,919 (+32%) from 2016

Liabilities

Down

$1,306,829

Down $211,086 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin73rd percentile

Revenue

Up

$7,879,710

Up $522,937 (+7.1%) from 2016

Expenses

Down

$6,428,618

Down $206,484 (-3.1%) from 2016

Net Income

Up

$1,451,092

Up $729,421 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2017

Assets$6,978,893
Liabilities$1,306,829
Net Assets$5,672,064
Open 2017 Filing

Operations Trend

Revenue Growth55th 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

2017

Revenue$7,879,710
Expenses$6,428,618
Net Income$1,451,092
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$7,879,710
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,288,145$5,672,064▲ $1,383,919
Investments in Publicly Traded Securities$4,334,235$4,636,985▲ $302,750
Cash and Non-Interest-Bearing Accounts$812,106$1,387,308▲ $575,202
Accounts Receivable$650,005$943,743▲ $293,738
Prepaid Expenses and Deferred Charges$9,714$10,857▲ $1,143
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,806,060$6,978,893▲ $1,172,833
Liabilities
Other Liabilities$1,437,500$1,237,400▼ $200,100
Accounts Payable and Accrued Expenses$80,415$69,429▼ $10,986
Total Liabilities$1,517,915$1,306,829▼ $211,086
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,288,145$5,672,064▲ $1,383,919
Total Liabilities and Net Assets / Fund Balance$5,806,060$6,978,893▲ $1,172,833
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleOtherTotal
See Sch O for CompensationPaid by Related Organizations$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 Administrator1200 WILSHIRE BLVD 5TH FLOOR, Los Angeles, CA 90017$417,249
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,758,750
Investment Income
$120,960
Other Revenue
$0
Change in Net Assets
$1,451,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,879,710
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-67,173
Total Revenue per Audited Statements
$7,812,537
Total Revenue per Form 990
$7,879,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$674,711
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---$5,753,907
Fees for Services Management---$391,580
Fees for Services Other---$136,413
Office Expenses---$51,031
Fees for Services Accounting---$40,445
Insurance---$16,410
Fees for Services Legal---$14,095
Fees for Service Investment Mgmnt Fees---$10,200
Other Expenses---$7,970
Conferences and Meetings---$6,567
Total Functional Expenses$0$0$0$6,428,618

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,628,718
Total Expenses per Audited Statements$6,628,718
Total Expenses per Form 990$6,428,618
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-200,100
Other Expense Adjustments$-200,100
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$1,042,400
Claims Payable & Incurred But Not Reported$195,000
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 11B

“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 to the full board of trustees, 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
1200 WILSHILE BLVD 5TH FLOOR, LOS ANGELES, CA 90017

Signing Officer

Name
Jacqueline White-brown
Title
Chairperson
Phone
5624635000
Signed
2017-12-12
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, 2017, 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 2014.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 424 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/ActivitiesConductedPrtshpInd00
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IRS990/AddressChangeInd0X
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IRS990/BenefitsToMembersGrp/TotalAmt05753907
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IRS990/Form990PartVIISectionAGrp/PersonNm9SEE SCH O FOR COMPENSATION
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06979099
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1434062
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2345589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06979099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1434062
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2345589
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05985841
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt079058
IRS990/PYOtherExpensesAmt0649261
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07277715
IRS990/PYRevenuesLessExpensesAmt0721671
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06635102
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07356773
IRS990/ReconcilationRevenueExpnssAmt01451092
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04288145
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05672064
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-200100
IRS990ScheduleD/ExpensesSubtotalAmt06628718
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-67173
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-200100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01042400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1195000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE & INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0-67173
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07879710
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, 2017, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06428618
IRS990ScheduleD/TotalLiabilityAmt01237400
IRS990ScheduleD/TotalRevenuePerForm990Amt07879710
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07812537
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06628718
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 TO THE FULL BOARD OF TRUSTEES, 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 11B
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/AddressLine1Txt01200 WILSHIRE BLVD5TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1705 WEST ARROYO HIGHWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23229 E FOOTHILL BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CLAREMONT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PASADENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090017
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 MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JANUARY 31, 2017, 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 THE VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABF FREIGHT SYSTEMS INC AFSCME COUNCIL #3090 AFSCME COUNCIL #36 AFSCME LOCAL #2620 AFT COLLEGE STAFF GUILD LOS ANGELES , LOCAL 1521-A AIR CONDITIONING & REF JATC ALLIED WORKERS LOCAL 28 AMALGAMATED TRANSIT #1277 AMERICAN POSTAL WORKERS UNION APPRENTICE &. JOURNEYMEN TRAINI ARIZONA AFL-CIO ASBESTOS WORKERS JOINT APPRENTICESHIP FUND BAECHLER INVESTIGATIVE SERVICE BENEFIT PROGRAMS ADMIN. BOILERMAKERS LOCAL 101 BRICK MASONS APPRENTICESHIP & TRAINING TRUST BRICKLAYERS LOCAL #4 BUSH GOTTLIEB A LAW CORPORATIO CAL FED. TEACHERS CEMENT MASONS #500 CEMENT MASONS #600 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 ELECTRICAL TRAINING INSTITUTE ELEVATOR CONSTRUCTION ELEVATOR CONSTRUCTION #18 ELEVATOR CONSTRUCTORS #25 EMPLOYER'S-WAREHOUSEMEN'S P.T. FED OF LABOR LA COUNTY FIRE FIGHTERS LOCAL #1014 FIREFIGHTERS INSURANCE TRUST GOLDSCHMID, SILVER & SPINDEL IAM DISTRICT #947 IATSE #122 IBEW LOCAL #18 IBEW LOCAL #440 IBEW LOCAL #639 IBEW LOCAL #11 IBEW LOCAL UNION #413 IBEW LOCAL UNION #441 IBEW LOCAL UNION #952 IBEW LOCAL UNION 640 IBEW NECA TRUST FUND ILWU LOCAL #13 ILWU LOCAL #26 INITIAL FORCE ELIG (MED BEN) IRON WORKERS LOCAL #416 IRON WORKERS LOCAL #433 K.P.N.A.A KAISER / PEOPLE SOLUTIONS L.A. CNTY PROBATION #685 LA/OC BUILDING & CONSTRUCTION TRADES COUNCIL LABOR MANAGEMENT COMPLIANCE CO LABORERS LOCAL #585 LABORER'S LOCAL #652 LAS VEGAS J.A.T.C. PLUMBING AND PIPEFITTING TRADE LAW OFFIC E OF ESTEBAN LI ZAR DO LOS ANGELES COLLEGE FACULTY GUILD LOCAL 1521 MACHINISTS DIST. LODGE #1484 MUSICIANS INTRGLD CREDIT UNION MUSICIANS LOCAL #325 NATL INSPECTION TESTING CERT O. P. E. I. U. LOCAL #537 OPEIU LOCAL 30 OPERATING ENGINEERS BEN. TRUST ORANGE COUNTY LABOR FEDERATION PARI-MUTUEL EMPLOYEES GLD 280 PIPE TRADES TRUST FUND PIPE IND. & EDUCATIONAL PIPE TRADES, DC #16 PLASTER'S JAC PLUMBER'S LOCAL #582 PLUMBERS & FITTERS LOCAL #761 PLUMBERS & FITTERSLOCAL 230 PLUMBER'S LOCAL 1178 ROCKY MOUNTAIN A/C LODGE #1886 ROTHNER, SEGALL & GREENSTONE SAG - AFTRA SEIU LOCAL #721 SHEET METAL APP TRUST L #273 SHEET METAL BNFT PLNS ADM CORP SHEET METAL WKRS LOCAL 11206 SHEET METAL WORKERS LOCAL 105 SHEET METAL WORKERS #104 SHEET METAL WORKERS 11170 SHEET METAL WORKERS JA SOUTHWEST REGIONAL COUNCIL OF CARPENTERS SPRINKLER FITTERS #709 SPRINKLER FITTERS #709 JAC STEAMFITTERS LOCAL #250 U.A. LOCAL #345 UA #525 - PLUMBERS & PIPEFTRS UA LOCAL 484 PLUMBERS/STEAMFIT UAW LOCAL 509 UBC & JOINERS OF AMERICA UBC APPRENTICESHIP & TRAINING UBC NATL JOB CORPS TRAING FUND UFLAC LOCAL #112 UNION ROOFER'S ADMIN. FUND UNITED LABOR AGENCY OF O.C. UNITED ASSN PLUMBERS & STEAMFI LOCAL 398 DF POMONA UTI LITY WORKERS #132 WAR EHOUSEMEN'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/TotalAssetsBOYAmt05806060
IRS990/TotalAssetsEOYAmt06978893
IRS990/TotalAssetsGrp/BOYAmt05806060
IRS990/TotalAssetsGrp/EOYAmt06978893
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06428618
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01517915
IRS990/TotalLiabilitiesEOYAmt01306829
IRS990/TotalLiabilitiesGrp/BOYAmt01517915
IRS990/TotalLiabilitiesGrp/EOYAmt01306829
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04288145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05672064
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07758750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0120960
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07758750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07879710
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05806060
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06978893
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 WILSHILE BLVD 5TH FLOOR
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090017
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/SignatureDt02017-12-12
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

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

Open filing
Assets
$6,978,893
Liabilities
$1,306,829
Net assets
$5,672,064
Revenue
$7,879,710
Expenses
$6,428,618
Net income
$1,451,092
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