Civic Intelligence

Office & Prof Ees Intl Union Locals 30

990 • Fiscal year 2021 • EIN 95-6047601

Feb 01, 2020 to Jan 31, 2021 • Filed on Nov 18, 2021

Organization ProfileWWW.OPEIUFUNDS.ORG

View Organization Page

1200 Wilshire Blvd FL 5Los Angeles, CA 90017

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

69th percentile

0.11x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.15x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

5.2%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$11,586,122

Up $1,736,977 (+18%) from 2020

Net Assets

Up

$10,289,519

Up $2,072,331 (+25%) from 2020

Liabilities

Down

$1,296,603

Down $335,354 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin76th percentile

Revenue

Up

$8,442,772

Up $419,280 (+5.2%) from 2020

Expenses

Down

$6,452,150

Down $559,020 (-8.0%) from 2020

Net Income

Up

$1,990,622

Up $978,300 (+97%) from 2020

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

2021

Assets$11,586,122
Liabilities$1,296,603
Net Assets$10,289,519
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$8,442,772
Expenses$6,452,150
Net Income$1,990,622
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Nov 18, 2021
Return Version
2020v4.1
Gross Receipts
$12,217,702
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,217,188$10,289,519▲ $2,072,331
Investments in Publicly Traded Securities$8,064,719$9,274,228▲ $1,209,509
Accounts Receivable$936,098$1,357,896▲ $421,798
Cash and Non-Interest-Bearing Accounts$837,344$939,536▲ $102,192
Prepaid Expenses and Deferred Charges$10,984$14,462▲ $3,478
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$9,849,145$11,586,122▲ $1,736,977
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,555,720$1,195,113▼ $360,607
Accounts Payable and Accrued Expenses$76,237$101,490▲ $25,253
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$1,631,957$1,296,603▼ $335,354
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,217,188$10,289,519▲ $2,072,331
Total Liabilities and Net Assets / Fund Balance$9,849,145$11,586,122▲ $1,736,977
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Leon F MarzillierManagement Trustee
Rodney Michael CobosManagement Trustee
Ron MillerManagement Trustee
joel bartonManagement Trustee
Jacqueline White-brownUnion Trustee
Laura VillegasUnion Trustee
Marianne GiordanoUnion Trustee
Maribel SpillardUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefits Program AdministrationPlan Administrator-$411,663
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,914,449
Investment Income
$527,801
Other Revenue
$522
Change in Net Assets
$1,990,622

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,442,772
Revenue Not Reported on Form 990
$81,709
Total Revenue per Audited Statements
$8,524,481
Total Revenue per Form 990
$8,442,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$610,056
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---$5,842,094
Fees for Services Management---$411,663
Fees for Services Other---$74,607
Office Expenses---$30,797
Fees for Services Accounting---$30,542
Insurance---$18,258
Fees for Services Legal---$11,354
Fees for Service Investment Mgmnt Fees---$10,200
Conferences and Meetings---$2,418
Other Expenses---$702
Total Functional Expenses$0$0$0$6,452,150

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,812,757
Total Expenses per Form 990$6,452,150
Expenses per Audited Statements$5,257,037
Expenses Not Reported on Form 990$1,555,720
Expenses Not Reported on Financial Statements$1,195,113
Other Expense Adjustments$1,195,113
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
Eligibility$999,931
Claims Incurred But Not Reported$161,100
Claims Payable$34,082
Future Benefits Based on$0
PARTICIPANTS' ACCUMULATED$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, section B, LINE 11B:

“the administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted. form 990 is distributed to an authorized trustee of the plan for review and approval before it is filed. 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. part vi, SECTION C, line 19: the plan document and other governing documents and financial statements are maintained at the plan administrator's office and are available upon written request. additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis. 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
Office & Professional Employees International
EIN
95-6047601
In Care Of
% BENEFITS PROGRAM ADMIN
Phone
5624635000
Address
1200 Wilshire Blvd FL 5, Los Angeles, CA 90017

Signing Officer

Name
Ron Miller
Title
Co-chairman
Phone
5624635000
Signed
2021-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline White-brown
Formed
1954
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kami B Cohen
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 jurisdictions; however, there are currently no audits for any tax periods in progress. Part xii, line 2d: january 31, 2020 benefit obligations $1,555,720. Part xii, line 4b: january 31, 2021 benefit obligations $1,195,113.”

Raw XML AppendixShowing 400 of 496 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt08217188
IRS990/NetAssetsOrFundBalancesEOYAmt010289519
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0225070
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0225070
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt081709
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt030797
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2MEDICAL CLAIMS REVIEW FEES
IRS990/OtherExpensesGrp/TotalAmt0510
IRS990/OtherExpensesGrp/TotalAmt119005
IRS990/OtherExpensesGrp/TotalAmt2702
IRS990/OtherLiabilitiesGrp/BOYAmt01555720
IRS990/OtherLiabilitiesGrp/EOYAmt01195113
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES AND INTEREST
IRS990/OtherRevenueMiscGrp/Desc1SETTLEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0204
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1318
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0204
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1318
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0522
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/BOYAmt010984
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014462
IRS990/PrincipalOfficerNm0JACQUELINE WHITE-BROWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07483761
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1430688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07483761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1430688
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06397905
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0210668
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0613265
IRS990/PYOtherRevenueAmt03909
IRS990/PYProgramServiceRevenueAmt07808915
IRS990/PYRevenuesLessExpensesAmt01012322
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07011170
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08023492
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01990622
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08217188
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010289519
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt01555720
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01195113
IRS990ScheduleD/ExpensesSubtotalAmt05257037
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt081709
IRS990ScheduleD/OtherExpensesIncludedAmt01555720
IRS990ScheduleD/OtherExpensesNotIncludedAmt01195113
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0161100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt20
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3999931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt434082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUTURE BENEFITS BASED ON
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PARTICIPANTS' ACCUMULATED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt081709
IRS990ScheduleD/RevenueSubtotalAmt08442772
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D: JANUARY 31, 2020 BENEFIT OBLIGATIONS $1,555,720. PART XII, LINE 4B: JANUARY 31, 2021 BENEFIT OBLIGATIONS $1,195,113.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt06452150
IRS990ScheduleD/TotalLiabilityAmt01195113
IRS990ScheduleD/TotalRevenuePerForm990Amt08442772
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08524481
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06812757
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted. form 990 is distributed to an authorized trustee of the plan for review and approval before it is filed. 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. part vi, SECTION C, line 19: the plan document and other governing documents and financial statements are maintained at the plan administrator's office and are available upon written request. additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis. PART VII, SECTION A: ANY TRUSTEESDIRECTOR'S COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, section b, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0see attached list of contributing ers
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0see attached list of contributing ers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0opeiu locals 30 & 537 retirement fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1opeiu local 30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2opeiu local 537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3see attached list of contributing ers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956072309
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1951264785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2954414945
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ret fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1labor union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2labor union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01220 wilshire blvd fl 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1705 w arroyo hwY
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,586,122
Liabilities
$1,296,603
Net assets
$10,289,519
Revenue
$8,442,772
Expenses
$6,452,150
Net income
$1,990,622
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