Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
990 • Fiscal year 2011 • EIN 95-6060455
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$16,498,970
Down $1,620,077 (-8.9%) from 2010
Net Assets
Down$13,095,712
Down $1,082,754 (-7.6%) from 2010
Liabilities
Down$3,403,258
Down $537,323 (-14%) from 2010
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$28,984,544
Up $1,044,484 (+3.7%) from 2010
Net Income
-
No earlier filing loaded for comparison.
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/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 2316181 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 1720258 |
| IRS990/AccountsReceivable/BOY | 0 | 2949280 |
| IRS990/AccountsReceivable/EOY | 0 | 3241295 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 1000 SOUTH FREMONT AVENUE A-9 WEST |
| IRS990/AddressPrincipalOfficerUS/City | 0 | ALHAMBRA |
| IRS990/AddressPrincipalOfficerUS/State | 0 | CA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 91803 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 27835442 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 26752971 |
| IRS990/BenefitsToMembers/Total | 0 | 27835442 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | 182691 |
| IRS990/CashNonInterestBearing/EOY | 0 | 660569 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 20211 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | POBOX 1121 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | ALHAMBRA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | CA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 91802 |
| IRS990/ContractorCompensation/Compensation | 0 | 738392 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | SOUTHWEST ADMINISTRATORS INC |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 1 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 36659 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 34692 |
| IRS990/FeesForServicesLegal/Total | 0 | 27849 |
| IRS990/FeesForServicesManagement/Total | 0 | 769497 |
| IRS990/FeesForServicesOther/Total | 0 | 200419 |
| IRS990/FinancialStatementSeparate | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 2.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | KELLY DRYDEN |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | BILL ELDER |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | HECTOR FERNANDEZ |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | JAMES HAM |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | FRED MARTICH |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | SHANNON SILVA |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | MIKE PHARRIS |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | 8109 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 15220609 |
| IRS990/GrossReceipts | 0 | 43133737 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/Insurance/Total | 0 | 15141 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 246616 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 238507 |
| IRS990/InvestmentIncomePriorYear | 0 | 309930 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 238507 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 11214945 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 9188379 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 15212500 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | JAMES HAM |
| IRS990/NbrIndependentVotingMembers | 0 | 7 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 7 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 7 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 14178466 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 13095712 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 8109 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 8109 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 878 |
| IRS990/NumberIndependentVotingMembers | 0 | 7 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 1 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 44634 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 249990 |
| IRS990/OtherAssetsTotal/EOY | 0 | 249990 |
| IRS990/OtherExpensePriorYear | 0 | 1187089 |
| IRS990/OtherExpensesCurrentYear | 0 | 1149102 |
| IRS990/OtherLiabilities/BOY | 0 | 1624400 |
| IRS990/OtherLiabilities/EOY | 0 | 1683000 |
| IRS990/OtherRevenueCurrentYear | 0 | 50335 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 900099 |
| IRS990/OtherRevenueMisc/BusinessCode | 1 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | SETTLEMENT INCOME |
| IRS990/OtherRevenueMisc/Description | 1 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome | 0 | 49291 |
| IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome | 1 | 1044 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 49291 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 1 | 1044 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 9522 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 8533 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 3 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 4 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 27624286 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | PARTICIPANT CONTRIBUTI |
| IRS990/ProgramServiceRevenue/Description | 2 | PRESCRIPTION REBATE |
| IRS990/ProgramServiceRevenue/Description | 3 | EARLY RETIREE SUBSIDY |
| IRS990/ProgramServiceRevenue/Description | 4 | MEDICARE PART D |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 26193702 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 24394850 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 2303939 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 338093 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 3 | 300000 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 4 | 275750 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 24394850 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 2303939 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 338093 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 3 | 300000 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 4 | 275750 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | -19447 |
| IRS990/ReconcilationRevenueExpenses | 0 | -1063307 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 0 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 0 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 14178466 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 13095712 |
| IRS990/RevenuesLessExpensesCY | 0 | -1063307 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -1436428 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 3512619 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 3150204 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | -1063307 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | -1611986 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | -494540 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 29479084 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | CHANGES IN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | CHANGES IN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 34692 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 34692 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | -19447 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | -19447 |
| IRS990ScheduleD/OtherAmount | 0 | -529232 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | -529232 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 1683000 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | ACCUMULATED ELIGIBILITY CREDITS |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | -19447 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 34692 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 27886545 |
| IRS990ScheduleD/TotalAdjustments | 0 | -548679 |
| IRS990ScheduleD/TotalExpenses | 0 | 28984544 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 28984544 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 1683000 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalRevenue | 0 | 27921237 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 27921237 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 29479084 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 27867098 |
| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO A THIRD PARTY ADMINISTRATOR. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | A COPY OF FORM 990 WAS PROVIDED TO THE TRUSTEES AND A REVIEW WAS CONDUCTED BY THE CONTRACT ADMINISTRATOR PRIOR TO FILING THE FORM 990. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | TRUSTEES OR OTHER FIDUCIARIES ARE REQUIRED TO DISCLOSE, IN WRITING, ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. ALL TRUSTEES HAVE SIGNED A STATEMENT WHICH AFFIRMS RECEIPT OF THE POLICY, HAS READ AND UNDERSTOOD, AND AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | NET UNREALIZED LOSSES ON INVESTMENTS: -19,447. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE AUDITED FINANCIAL STATEMENTS AND FOR THE SELECTION OF THEIR INDEPENDENT ACCOUNTANT THAT AUDITS THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART XI, LINE 5: |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990/School | 0 | 0 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | CA |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 0 |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 1000 SO FREMONT AVENUE A-9 WEST |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | ALHAMBRA |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | CA |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 91803 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | LINDA TONNANCOUR - SOUTHWEST ADMINISTRATORS INC |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 6262844792 |
| IRS990/TotalAssets/BOY | 0 | 18119047 |
| IRS990/TotalAssetsBOY | 0 | 18119047 |
| IRS990/TotalAssets/EOY | 0 | 16498970 |
| IRS990/TotalAssetsEOY | 0 | 16498970 |
| IRS990/TotalCompGT150K | 0 | 0 |
| IRS990/TotalExpensesCurrentYear | 0 | 28984544 |
| IRS990/TotalExpensesPriorYear | 0 | 27940060 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 28984544 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 3940581 |
| IRS990/TotalLiabilitiesBOY | 0 | 3940581 |
| IRS990/TotalLiabilities/EOY | 0 | 3403258 |
| IRS990/TotalLiabilitiesEOY | 0 | 3403258 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 18119047 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 16498970 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 14178466 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 13095712 |
| IRS990/TotalOtherCompensation | 0 | 0 |
| IRS990/TotalOtherRevenue | 0 | 50335 |
| IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 11654 |
| IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn | 0 | 11654 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 27624286 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 0 |
| IRS990/TotalReportableCompFromOrg | 0 | 0 |
| IRS990/TotalRevenueCurrentYear | 0 | 27921237 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 246616 |
| IRS990/TotalRevenuePriorYear | 0 | 26503632 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 27674621 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 27921237 |
| IRS990/TotalRevenue/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/TransactionRelatedEntity | 0 | 0 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | 0 |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | N/A |
| IRS990/WhistleblowerPolicy | 0 | 1 |
| IRS990/YearFormation | 0 | 1951 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 956060455 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | SOUTHERN CA BAKERY DRIVERS' SECURITY FUND |
| ReturnHeader/Filer/NameControl | 0 | SOUT |
| ReturnHeader/Filer/Phone | 0 | 6262844792 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1000 SOUTH FREMONT AVENUE A-9 WEST |
| ReturnHeader/Filer/USAddress/City | 0 | ALHAMBRA |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 91803 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
| ReturnHeader/Officer/DateSigned | 0 | 2012-03-02 |
| ReturnHeader/Officer/Name | 0 | JAMES HAM |
| ReturnHeader/Officer/Phone | 0 | 6262844792 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | LINDQUIST LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 600 CITY PARKWAY WEST SUITE 300 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | ORANGE |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 92868 |
| ReturnHeader/Preparer/Phone | 0 | 7142570100 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2010-06-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-05-31 |
| ReturnHeader/TaxYear | 0 | 2010 |
| ReturnHeader/Timestamp | 0 | 2012-03-02T18:43:03-06:00 |
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Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.