Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2014 • EIN 95-6049026

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 30, 2015

Organization ProfileN/A

View Organization Page

7600 SW Mohawk Street97062

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.36x

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

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.18x

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

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$1

Higher top officer pay than 40% of similar nonprofits.

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

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

94th percentile

37%

Faster asset growth than 94% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$23,538,276

Up $6,388,637 (+37%) from 2013

Net Assets

Up

$15,160,991

Up $8,090,841 (+114%) from 2013

Liabilities

Down

$8,377,285

Down $1,702,204 (-17%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin78th percentile

Revenue

$46,669,646

No earlier filing loaded for comparison.

Expenses

Down

$38,221,462

Down $743,889 (-1.9%) from 2013

Net Income

$8,448,184

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$150M$100M$50M$0Assets 2010: $14,148,791Liabilities 2010: $8,734,930Net Assets 2010: $5,413,8612010Assets 2011: $14,901,906Liabilities 2011: $9,868,389Net Assets 2011: $5,033,5172011Assets 2012: $14,282,441Liabilities 2012: $8,176,307Net Assets 2012: $6,106,1342012Assets 2013: $17,149,639Liabilities 2013: $10,079,489Net Assets 2013: $7,070,1502013Assets 2014: $23,538,276Liabilities 2014: $8,377,285Net Assets 2014: $15,160,9912014Assets 2015: $34,580,326Liabilities 2015: $8,317,075Net Assets 2015: $26,263,2512015Assets 2016: $49,058,038Liabilities 2016: $8,804,430Net Assets 2016: $40,253,6082016Assets 2017: $58,093,638Liabilities 2017: $8,417,477Net Assets 2017: $49,676,1612017Assets 2018: $71,260,739Liabilities 2018: $13,023,135Net Assets 2018: $58,237,6042018Assets 2019: $80,069,086Liabilities 2019: $10,390,871Net Assets 2019: $69,678,2152019Assets 2020: $91,769,992Liabilities 2020: $10,624,830Net Assets 2020: $81,145,1622020Assets 2021: $104,572,934Liabilities 2021: $12,511,917Net Assets 2021: $92,061,0172021Assets 2022: $102,185,036Liabilities 2022: $13,827,759Net Assets 2022: $88,357,2772022Assets 2023: $114,241,771Liabilities 2023: $16,998,699Net Assets 2023: $97,243,0722023Assets 2024: $130,281,600Liabilities 2024: $17,830,318Net Assets 2024: $112,451,2822024

Highlighted filing

2014

Assets$23,538,276
Liabilities$8,377,285
Net Assets$15,160,991
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0Expenses 2010: $29,572,9262010Expenses 2011: $34,906,4712011Expenses 2012: $36,014,6782012Expenses 2013: $38,965,3512013Revenue 2014: $46,669,646Expenses 2014: $38,221,462Net Income 2014: $8,448,1842014Revenue 2015: $48,024,909Expenses 2015: $36,940,252Net Income 2015: $11,084,6572015Revenue 2016: $48,507,449Expenses 2016: $35,328,969Net Income 2016: $13,178,4802016Revenue 2017: $45,622,667Expenses 2017: $36,027,649Net Income 2017: $9,595,0182017Revenue 2018: $46,175,139Expenses 2018: $36,651,271Net Income 2018: $9,523,8682018Revenue 2019: $49,108,296Expenses 2019: $37,835,619Net Income 2019: $11,272,6772019Revenue 2020: $47,986,742Expenses 2020: $39,029,254Net Income 2020: $8,957,4882020Revenue 2021: $56,458,139Expenses 2021: $42,983,128Net Income 2021: $13,475,0112021Revenue 2022: $56,913,937Expenses 2022: $48,746,090Net Income 2022: $8,167,8472022Revenue 2023: $60,448,238Expenses 2023: $55,555,813Net Income 2023: $4,892,4252023Revenue 2024: $63,748,807Expenses 2024: $59,157,490Net Income 2024: $4,591,3172024

Highlighted filing

2014

Revenue$46,669,646
Expenses$38,221,462
Net Income$8,448,184
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 30, 2015
Return Version
2013v4.0
Gross Receipts
$68,328,120
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,070,150$15,160,991▲ $8,090,841
Investments in Publicly Traded Securities$8,620,474$13,616,581▲ $4,996,107
Cash and Non-Interest-Bearing Accounts$3,227,563$5,150,943▲ $1,923,380
Accounts Receivable$4,622,517$4,763,904▲ $141,387
Savings and Temporary Cash Investments$675,521$0▼ $675,521
Prepaid Expenses and Deferred Charges$3,564$6,848▲ $3,284
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$17,149,639$23,538,276▲ $6,388,637
Liabilities
Other Liabilities$9,594,394$7,890,000▼ $1,704,394
Deferred Revenue$305,351$295,969▼ $9,382
Accounts Payable and Accrued Expenses$179,744$191,316▲ $11,572
Total Liabilities$10,079,489$8,377,285▼ $1,702,204
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,070,150$15,160,991▲ $8,090,841
Total Liabilities and Net Assets / Fund Balance$17,149,639$23,538,276▲ $6,388,637
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Paul BensiChairman
Denise VukojevichTrustee
Edward CurlyTrustee
Michael LathamTrustee
Mike NarezTrustee
Shelli Lees MahanTrustee
THOMAS O'MAHARTrustee
Jess AtkinsonTrustee-past
Millie BisonoTrustee-past
Wendy NuttTrustee-past

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdminContract Administrator-$1,122,589
Lindquist LLPAudit-$157,621
Anthem Blue Cross Of CaliforniaNetwork Access Fees-$152,410
Sierra HealthcareCost Containment-$148,820
Donaldson & CornwellLegal Service-$127,116
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,924,094
Investment Income
$685,307
Other Revenue
$60,245
Change in Net Assets
$8,448,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,625,414
Revenue Not Reported on Financial Statements
$44,232
Revenue Not Reported on Form 990
$-357,343
Total Revenue per Audited Statements
$46,268,071
Total Revenue per Form 990
$46,669,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,111,392
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---$36,110,070
Fees for Services Management---$1,001,756
Fees for Services Other---$589,483
Fees for Services Accounting---$159,081
Office Expenses---$149,219
Fees for Services Legal---$130,782
Fees for Service Investment Mgmnt Fees---$44,232
Other Expenses---$17,162
Insurance---$13,539
Travel---$4,864
Conferences and Meetings---$1,274
Total Functional Expenses$0$0$0$38,221,462

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$39,739,230
Total Expenses per Audited Statements$39,739,230
Total Expenses per Form 990$38,221,462
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,517,768
Other Expense Adjustments$-1,562,000
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$5,209,000
Claims Payable and Ibnr$2,681,000
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 plan has a contract with a third-party administrator to provide day to day 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

“Prior to filing, the form 990 is reviewed by the fund manager and then by the board of 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.”

Part VII, Section A, 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, associated third party administrators.”

Filing and Contact Details

Filer

EIN
95-6049026
Phone
5624635000

Signing Officer

Name
Edward Curly
Title
Trustee
Phone
5624635000
Signed
2015-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Bensi
Formed
1952
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Richard G Thiermann
Phone
7142570100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibilty for oversight of the annual audit and selection of an independent accountant. There has been no change in this process from prior year.”

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 to recognize a tax liability if the plan has taken an uncertain position that more likely than not would 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 september 30, 2014, 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 september 30, 2011.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0179744
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0191316
IRS990/AccountsReceivableGrp/BOYAmt04622517
IRS990/AccountsReceivableGrp/EOYAmt04763904
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt036110070
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10PATI PIRO - ASSOCIATED THIRD PARTY ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum05034543800
IRS990/BooksInCareOfDetail/USAddress/AddressLine107600 SW MOHAWK STREET
IRS990/BooksInCareOfDetail/USAddress/City0TUALATIN
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode097062
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03227563
IRS990/CashNonInterestBearingGrp/EOYAmt05150943
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt07
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01274
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01122589
IRS990/ContractorCompensationGrp/CompensationAmt1157621
IRS990/ContractorCompensationGrp/CompensationAmt2152410
IRS990/ContractorCompensationGrp/CompensationAmt3148820
IRS990/ContractorCompensationGrp/CompensationAmt4127116
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1013191 CROSSROADS PKWY N STE 205
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11600 CITY PARKWAY WEST SUITE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1221555 OXNARD ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine132650 N TENAYA WY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine141017 EAST GRAND AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0CITY OF INDUSTRY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1ORANGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2WOODLAND HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3LAS VEGAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City4ESCONDIDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3NV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode091746
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode192868
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode291367
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode389128
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode492025
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10BENEFIT PROGRAMS ADMIN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11LINDQUIST LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12ANTHEM BLUE CROSS OF CALIFORNIA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13SIERRA HEALTHCARE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine14DONALDSON & CORNWELL
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1AUDIT
IRS990/ContractorCompensationGrp/ServicesDesc2NETWORK ACCESS FEES
IRS990/ContractorCompensationGrp/ServicesDesc3COST CONTAINMENT
IRS990/ContractorCompensationGrp/ServicesDesc4LEGAL SERVICE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt036110070
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0685307
IRS990/CYOtherExpensesAmt02111392
IRS990/CYOtherRevenueAmt060245
IRS990/CYProgramServiceRevenueAmt045924094
IRS990/CYRevenuesLessExpensesAmt08448184
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt038221462
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt046669646
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0305351
IRS990/DeferredRevenueGrp/EOYAmt0295969
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0159081
IRS990/FeesForServicesLegalGrp/TotalAmt0130782
IRS990/FeesForServicesManagementGrp/TotalAmt01001756
IRS990/FeesForServicesOtherGrp/TotalAmt0589483
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt044232
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL BENSI
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL LATHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2MILLIE BISONO
IRS990/Form990PartVIISectionAGrp/PersonNm3WENDY NUTT
IRS990/Form990PartVIISectionAGrp/PersonNm4JESS ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DENISE VUKOJEVICH
IRS990/Form990PartVIISectionAGrp/PersonNm6EDWARD CURLY
IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS O'MAHAR
IRS990/Form990PartVIISectionAGrp/PersonNm8SHELLI LEES MAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE NAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm10SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt101
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0447371
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022105845
IRS990/GrossReceiptsAmt068328120
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt013539
IRS990/InvestmentIncomeGrp/ExclusionAmt0237936
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0237936
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08620474
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013616581
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021658474
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07070150
IRS990/NetAssetsOrFundBalancesEOYAmt015160991
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0447371
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0447371
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-357343
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0149219
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/TotalAmt017162
IRS990/OtherLiabilitiesGrp/BOYAmt09594394
IRS990/OtherLiabilitiesGrp/EOYAmt07890000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt060245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt060245
IRS990/OtherRevenueTotalAmt060245
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03564
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06848
IRS990/PrincipalOfficerNm0PAUL BENSI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION REBATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041878663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13331480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2367706
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3346245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041878663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13331480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2367706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3346245
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt036892562
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0230147
IRS990/PYOtherExpensesAmt02072789
IRS990/PYOtherRevenueAmt0327
IRS990/PYProgramServiceRevenueAmt039730932
IRS990/PYRevenuesLessExpensesAmt0996055
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt038965351
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039961406
IRS990/ReconcilationRevenueExpnssAmt08448184
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07070150
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015160991
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0675521
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1517768
IRS990ScheduleD/ExpensesSubtotalAmt039739230
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt044232
IRS990ScheduleD/InvestmentExpensesNotIncldAmt044232
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-357343
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1562000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02681000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15209000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/RevenueNotReportedAmt0-357343
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt044232
IRS990ScheduleD/RevenueSubtotalAmt046625414
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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 SEPTEMBER 30, 2014, 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 SEPTEMBER 30, 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt038221462
IRS990ScheduleD/TotalLiabilityAmt07890000
IRS990ScheduleD/TotalRevenuePerForm990Amt046669646
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046268071
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt039739230
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS A CONTRACT WITH A THIRD-PARTY ADMINISTRATOR TO PROVIDE DAY TO DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE FUND MANAGER AND THEN BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES 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, ASSOCIATED THIRD PARTY ADMINISTRATORS.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A, LINE 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951751526
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102405 WEST 3RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode090057
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 SEPTEMBER 30,2014, THERE ARE 141 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 PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABM ENGINEERING SERVICES ACEPEX MANAGEMENT CORPORATION AEG MANAGEMENT SD, LLC DBA VALLEY VIEW CASINO CENTER ALEUT FACILITIES SUPPORT SERVICES, LLC ALSCO INDUSTRIES-CAREY COMPLEX AMERICOLD ANHEUSER BUSCH, INC ANSCHUTZ SOUTHERN CALIFORNIA SPORT COMPLEX, LLC AQUARIUS LLC DBA AQUARIUS CASINO AND RESORT ARAMARK UNIFORM & CARRER APPAREL, LLC BAKER COMMODITIES, INC BALLY SLOT, PAYROLL DEPT (& PARIS SLOT) BIG HEART PET BRANDS = DLM FOODS, LLC BIMBO BAKERIES USA, INC. BPCE BRADY LINEN SERVICES LLC BRIDGFORD FOODS CORPORATION BROOKFIELD PROPERTIES MANAGEMENT, LLC BROUGHTON HOTEL MANAGEMENT LLC DBA SPORTSMEN'S LODGE HOTEL BW HOTEL LLC DBA BEVERLY WILSHIRE A FOUR SEASON HOTEL CALIFORNIA CLUB CALIFORNIA DAIRIES, INC. CA HOTEL & CASINO, A NV CORP, DBA CA HOTEL & CASINO CANCUN VACTION PLAN OWNERS ASSOCIATION CBRE TECHNICAL SERVICES, LLC CENTURY PARK EAST HOMEOWNERS ASSOCIATION CIRCUS CIRCUS CASINO INC D/B/A CIRCUS CIRCUS LAS VEGAS CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF LOS ANGELES FOR MOU NO. 62- IUOE LOCAL 501 HIRING HALL CLOUGHERTY PACKING CO DBA FARMER JOHN COLONY RESORTS LVH ACQ, LLC DBA LAS VEGAS HILTON CONVENTION TECHNICAL SERVICES CORNER INVESTMENT COMPANY, LLC DBA BILL'S GAMBLIN HALL AND SALON COUNTY OF ORANGE, DENTAL CROWN ENERGY SERVICES INC DBA ABLE ENGINEERING SERVICES CUSHFIELD MAINTENANCE WEST CORP DARLING INTERNATIONAL, INC. DEAN FOODS OF SOUTHERN CALIFORNIA DBA HEARTLAND FARMS DESERT PALACE, INC. DBA CAESARS PALACE DESERT SPRINGS HOSPITAL AND MEDICAL CENTER DMS FACILITY SERVICES LLC ESSEX BUNKER HILL, LP EXLUSIVE MANAGEMENT SERVICES, LP FLAMINGO LAS VEGAS OPERATING COMPANY, LLC DBA FLAMING LAS VEGAS FOUR QUEENS, LLC. DBA FOUR QUEENS HOTEL & CASINO FSS ALUTIIQ G&K SERVICES HANDLERY HOTEL AND COUNTRY CLUB HARBAUGH LAS VEGAS CORPORATION HARRAH'S LAS VEGAS LLC, DBA: HARRAH'S LAS VEGAS HARRAH'S SLOTS, PAYROLL DEPT HAYNESS BUILDING SERVICES, LLC HILTON GRAND VACATIONS CO, LLC DBA HILTON GRAND VACS CLUB HILTON PALM SPRINGS RESORT HINES GS PROPERTIES, INC HINES INTEREST LIMITED PARTNERSHIP HINES REIT ONE WILSHIRE, LP HOST INTERNATIONAL, INC. HYATT CORPORATION D/B/A HYATT REGENCY CENTURY PLAZA IHG MANAGEMENT MARYLAND LLC DBA CROWNE PLAZA HOTEL IKE GAMING, INC. DBA EL COTEZ HOTEL AND CASINO ISS FACILITY SERVICES INC J & J MAINTENANCE, INC DBA J&J WORLDWIDE SVCS & ENTERPRISE PROF SVCS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) MANULIFE FINANCIAL JOHNSON CONTROLS, INC. JOINT APPRENTICESHIP COMMITTEE JONES LANG LASALLE OF AMERICA INC KAISER FOUNDATION HOSPITALS, INC., SO CA PERMANENTE MEDICAL GROUP KCORP TECHNOLOGY SERVICES INC KILROY REALTY CORPORATION L.A. LIVE THEATRE, LLC L.A. LIVE PROPERTIES, LLC LAS VEGAS COUNTRY CLUB INC. LAS VEGAS DISTRICT ENERGY, LLC LOGISTICS & TECHNOLOGY SERVICES, (LTS) LOGMET LLC LOS ANGELES ARENA COMPANY LLC LOS ANGELES COLD STORAGE MANDALAY EMPLOYMENT LLC DBA FOURSEASONS HOTEL LAS VEGAS MANUFACTURING DIV OF KROGER CO. DBA COMPTON CREAMERY MERIDIAN MANAGEMENT CORPORATION METRO ENGINEERING INC MOTION PICTURE AND TELEVISION FUND MUSIC CENTER NATIONAL SECURITY TECHNOLOGIES, LLC NEW CASTLE CORPORATION DBA EXCALIBUR HOTEL AND CASINO NORTHWIND ALADDIN, LLC OASIS WEST REALTY, LLC DBA THE BEVERLY HILTON ONE PARK BOULEVARD, LLC DBA HILTON SAN DIEGO BAYFRONT OPERATING ENG LOCAL 5
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, 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/TotalAssetsBOYAmt017149639
IRS990/TotalAssetsEOYAmt023538276
IRS990/TotalAssetsGrp/BOYAmt017149639
IRS990/TotalAssetsGrp/EOYAmt023538276
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt038221462
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010079489
IRS990/TotalLiabilitiesEOYAmt08377285
IRS990/TotalLiabilitiesGrp/BOYAmt010079489
IRS990/TotalLiabilitiesGrp/EOYAmt08377285
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07070150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015160991
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt045924094
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0685307
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045984339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046669646
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,538,276
Liabilities
$8,377,285
Net assets
$15,160,991
Revenue
$46,669,646
Expenses
$38,221,462
Net income
$8,448,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$130$17.8$112$63.7$59.2$4.59
2023Detailed filing. Detailed filing data is available for this year.$114$17.0$97.2$60.4$55.6$4.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$13.8$88.4$56.9$48.7$8.17
2021Detailed filing. Detailed filing data is available for this year.$105$12.5$92.1$56.5$43.0$13.5
2020Detailed filing. Detailed filing data is available for this year.$91.8$10.6$81.1$48.0$39.0$8.96
2019Detailed filing. Detailed filing data is available for this year.$80.1$10.4$69.7$49.1$37.8$11.3
2018Detailed filing. Detailed filing data is available for this year.$71.3$13.0$58.2$46.2$36.7$9.52
2017Detailed filing. Detailed filing data is available for this year.$58.1$8.42$49.7$45.6$36.0$9.60
2016Detailed filing. Detailed filing data is available for this year.$49.1$8.80$40.3$48.5$35.3$13.2
2015Detailed filing. Detailed filing data is available for this year.$34.6$8.32$26.3$48.0$36.9$11.1
2014Detailed filing. Detailed filing data is available for this year.$23.5$8.38$15.2$46.7$38.2$8.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$10.1$7.07$39.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$8.18$6.11$36.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$9.87$5.03$34.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$8.73$5.41$29.6