Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2020 • EIN 95-6049026

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 14, 2021

Organization ProfileWWW.OURBENEFITOFFICE.COM/OELOCAL501/BENEFITS

View Organization Page

PO Box 990West Covina, CA 91793

(626) 646-1079

Siviq Scores

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

Liabilities / Assets

66th percentile

0.12x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.22x

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-2.3%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$91,769,992

Up $11,700,906 (+15%) from 2019

Net Assets

Up

$81,145,162

Up $11,466,947 (+16%) from 2019

Liabilities

Up

$10,624,830

Up $233,959 (+2.3%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin78th percentile

Revenue

Down

$47,986,742

Down $1,121,554 (-2.3%) from 2019

Expenses

Up

$39,029,254

Up $1,193,635 (+3.2%) from 2019

Net Income

Down

$8,957,488

Down $2,315,189 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2020

Assets$91,769,992
Liabilities$10,624,830
Net Assets$81,145,162
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

2020

Revenue$47,986,742
Expenses$39,029,254
Net Income$8,957,488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 14, 2021
Return Version
2019v5.2
Gross Receipts
$75,543,145
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$69,678,215$81,145,162▲ $11,466,947
Investments in Publicly Traded Securities$28,373,864$43,727,500▲ $15,353,636
Investments Other Securities$31,626,765$24,324,709▼ $7,302,056
Cash and Non-Interest-Bearing Accounts$14,674,657$12,150,356▼ $2,524,301
Savings and Temporary Cash Investments$558,208$7,046,656▲ $6,488,448
Accounts Receivable$4,827,357$4,515,335▼ $312,022
Prepaid Expenses and Deferred Charges$8,235$5,436▼ $2,799
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$80,069,086$91,769,992▲ $11,700,906
Liabilities
Other Liabilities$8,727,654$9,524,929▲ $797,275
Deferred Revenue$1,423,003$1,093,110▼ $329,893
Accounts Payable and Accrued Expenses$240,214$6,791▼ $233,423
Total Liabilities$10,390,871$10,624,830▲ $233,959
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,678,215$81,145,162▲ $11,466,947
Total Liabilities and Net Assets / Fund Balance$80,069,086$91,769,992▲ $11,700,906

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$17,017,541--
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
Edward CurlyChairman
Denise VukojevichVice Chairman
Diego BackAlternate Trustee
Eric FlettAlternate Trustee
Mike NarezTrustee
THOMAS O'MAHARTrustee
Thomas CrosserTrustee
Will WebsterTrustee
Jeff PalmerAssistant Secretary
Kevin GleasonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCContract Administrator1050 LAKES DR, West Covina, CA 91790$1,036,240
Lindquist LLPAudit600 CITY PARKWAY WEST SUITE 300, Orange, CA 92868$380,072
Anthem Blue Cross Of CaliforniaNetwork Access Fees21555 OXNARD ST, Woodland Hills, CA 91367$199,426
Weinberg Roger & RosenfeldLegal Service800 WILSHIRE BLVD, Los Angeles, CA 90017$132,762
Rael & LetsonConsulting Fee35 N LAKE AVE 900, Pasadena, CA 91101$102,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,819,399
Investment Income
$1,902,628
Other Revenue
$264,715
Change in Net Assets
$8,957,488

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,868,514
Revenue Not Reported on Financial Statements
$118,228
Revenue Not Reported on Form 990
$2,509,459
Total Revenue per Audited Statements
$50,377,973
Total Revenue per Form 990
$47,986,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,157,332
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---$36,871,922
Fees for Services Management---$984,899
Fees for Services Other---$496,106
Fees for Services Accounting---$228,369
Fees for Services Legal---$175,617
Fees for Service Investment Mgmnt Fees---$118,228
Office Expenses---$67,119
Other Expenses---$43,549
Insurance---$41,909
Conferences and Meetings---$1,536
Total Functional Expenses$0$0$0$39,029,254

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$39,029,254
Expenses per Audited Statements$38,501,526
Total Expenses per Audited Statements$38,501,526
Expenses Not Reported on Financial Statements$527,728
Other Expense Adjustments$409,500
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$5,969,000
Claims Payable and Ibnr$2,286,400
Due to Related Plans$1,269,529
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 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
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 11B

“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, benesys administrators.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 501 Security
EIN
95-6049026
Phone
6266461079
Address
PO BOX 990, WEST COVINA, CA 91793

Signing Officer

Name
Edward Curly
Title
Chairman
Phone
6266461079
Signed
2021-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Curly
Formed
1952
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility 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, 2020, 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 2017.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation”

Raw XML AppendixShowing 400 of 460 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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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0118228
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02286400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15969000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21269529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PLANS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07307168
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117017541
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt02509459
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0118228
IRS990ScheduleD/RevenueSubtotalAmt047868514
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, 2020, 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 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt024324709
IRS990ScheduleD/TotalExpensesPerForm990Amt039029254
IRS990ScheduleD/TotalLiabilityAmt09524929
IRS990ScheduleD/TotalRevenuePerForm990Amt047986742
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt050377973
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt038501526
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/ExplanationTxt4TRUSTEES 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, BENESYS ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY 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/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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL 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/AddressLine1Txt02405 WEST 3RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090057
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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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, 2020, THERE ARE 113 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. ABLE ENG HILTON CHECKERS ABM BUSINESS & INDUSTRIES AEG MANAGEMENT SD, LLC WMB GENERAL CONTRACTORS ALEUT FACILITIES SUPPORT SERV ALSCO INDUSTRIES AMERICOLD LOGISTICS, LLC ANHEUSER BUSCH INC INTERCONTINENTAL LOS ANGELES DOWNTOWN ARIA RESORT & CASINO LLC AUTO CLUB OF SO. CALIFORNIA THE SERVICE COMPANIES BAKER COMMODITIES BALLY SLOT BEVERLY WILSHIRE HOTEL BIMBO BAKERIES, USA BRIDGFORD FOODS CORP BROOKFIELD PROPERTIES (MARINA TOWERS) THE CALIFORNIA CLUB CALIFORNIA DAIRIES, INC. INTERNATIONAL UNION OF OPERATING ENGINEERS, LU 12 CBRE CENTURY PARK E HOMEOWNERS ASSOCIATION CIRCUS CIRCUS HOTEL & CASINO CITY OF LOS ANGELES CORNER INVESTMENT, LLC/ DBA THE CROMWELL COUNTY OF ORANGE (DENTAL) CUSHFIELD MAINTENANCE WEST CUSHMAN & WAKEFIELD U.S., INC. DESERT PALACE/CAESARS PALACE DESERT SPRINGS HOSPITAL DMS FACILITY SERVICES, LLC EL CORTEZ HOTEL/IKE GAMING INC FLAMINGO HILTON/UNION ADMIN. G & K SERVICES HANDLERY HOTEL & COUNTRY CLUB HARRAH'S LAS VEGAS LLC HEARTLAND FARMS (SANTEE DAIRY) JOBSITE HOSPITALITY, LLC. HINES/GS PROPERTY, INC. HYATT REGENCY CENTURY PLAZA HT KENNEDY-WILSON PROPERTIES, LTD J&J MAINTENANCE, INC. JOHN HANCOCK LIFE INSURANCE JOINT APPRENTICESHIP COMMITTEE JONES LANG LASALLE AMERICAS KCORP TECHNOLOGY SERVICES, INC KILROY REALTY CORPORATION L.A. ARENA CO/L.A. LIVE THEATRE (UTILITY) LA LIVE PROPERTIES, LLC (ENG) GENERAL GROWTH SERVICES, INC. GEORGE S HALL - 655 BROADWAY LOS ANGELES ARENA CO (ENG) LOS ANGELES COLD STORAGE PARK MGM METRO SERVICES GROUP THE MIRAGE HOTEL & CASINO MILLENNIUM BILTMORE HOTEL MUSIC CENTER MISSION SUPPORT AND TEST SERVICES, LLC. NEWCASTLE CORP/ EXCALIBUR HOTEL & CASINO SHEN ZHEN NEW WORLD I, LLC NORTHWIND ALADDIN, LLC ONE PARK BOULEVARD, LLC OPERATING ENG LOCAL 501 PACIFIC DESIGN CO PARAGON SERVICES ENGINEERING PARBALL CORP (BALLY'S LV) PARIS SLOT PARK PLACE ENT/PARIS LAS VEGAS PASADENA HILTON HOTEL PLANET HOLLYWOOD PLAZA HOTEL AND CASINO PRAXAIR DISTRIBUTION INC PREVENTATIVE MAINTENANCE SERVICES COMPANY (PMSC) RALPHS GROCERY CO. WALDORF ASTORIA BEVERLY HILLS RAMPARTS, INC/ LUXOR HOTEL & CASINO RIO PROPERTIES, INC. D/B/A RITE AID CORPORATION ROCKVIEW DAIRIES, INC. SAN DIEGO SERVICES, LLC SHERATON UNIVERSAL HOTEL SMG/LB CONVENTION CENTER SO NEVADA OPERATING &MAINT ENG SPORTSMEN'S LODGE HOTEL STREMICKS HERITAGE STUB HUB CENTER SERVI-TEK ENGINEERING & FACILITY SOLUTIONS, LLC THE COLBURN SCHOOL THE FLAMINGO LAS VEGAS OPERATI THE JONATHAN CLUB THE KROGER CO THE SIGNATURE AT MGM GRAND THE QUAD RESORT & CASINO THE RIM CORPORATION MANDALAY BAY RESORT & CASINO THE VONS COMPANIES INC/SAFEWAY TISHMAN SPEYER PROPERTIES, L.P. TRICOM MANAGEMENT INC LINEAGE LOGISTICS, LLC VALLEY HOSPITAL MEDICAL CENTER VEOLIA ENERGY LOS ANGELES, INC VOLKSWAGEN OF AMERICA, INC. W LOS ANGELES WESTWOOD WESTIN BONAVENTURE HOTEL & SUITE WHB BILTMORE, LLC THE LINE HOTEL WILSON 5 SERVICE COMPANY, INC. WILSON 5 SERVICE COMPANY, INC HGS ENGINEERING, INC. FASHION SHOW MALL, LLC LOGZONE URBAN JV2, LLC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt080069086
IRS990/TotalAssetsEOYAmt091769992
IRS990/TotalAssetsGrp/BOYAmt080069086
IRS990/TotalAssetsGrp/EOYAmt091769992

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,769,992
Liabilities
$10,624,830
Net assets
$81,145,162
Revenue
$47,986,742
Expenses
$39,029,254
Net income
$8,957,488
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