Civic Intelligence

Southern California Dairy Industry Security Fund

990 • Fiscal year 2017 • EIN 95-6060456

Jun 01, 2016 to May 31, 2017 • Filed on Nov 22, 2017

Organization ProfileN/A

View Organization Page

1200 Wilshire Blvd Fifth FloorLos Angeles, CA 90017

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

17th percentile

-6.2%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

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

Asset Growth

14th percentile

-11%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

3rd percentile

-55%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$7,267,033

Down $939,774 (-11%) from 2016

Net Assets

Down

$7,025,866

Down $416,250 (-5.6%) from 2016

Liabilities

Down

$241,167

Down $523,524 (-68%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin17th percentile

Revenue

Down

$6,758,333

Down $8,274,557 (-55%) from 2016

Expenses

Down

$7,174,583

Down $8,881,079 (-55%) from 2016

Net Income

Up

-$416,250

Up $606,522 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2011: $7,561,382Liabilities 2011: $1,205,119Net Assets 2011: $6,356,2632011Assets 2012: $7,485,965Liabilities 2012: $694,607Net Assets 2012: $6,791,3582012Assets 2013: $8,535,157Liabilities 2013: $1,091,578Net Assets 2013: $7,443,5792013Assets 2014: $8,424,441Liabilities 2014: $1,116,412Net Assets 2014: $7,308,0292014Assets 2015: $9,930,836Liabilities 2015: $1,465,948Net Assets 2015: $8,464,8882015Assets 2016: $8,206,807Liabilities 2016: $764,691Net Assets 2016: $7,442,1162016Assets 2017: $7,267,033Liabilities 2017: $241,167Net Assets 2017: $7,025,8662017Assets 2018: $7,033,274Liabilities 2018: $105,522Net Assets 2018: $6,927,7522018Assets 2019: $6,722,442Liabilities 2019: $123,690Net Assets 2019: $6,598,7522019Assets 2020: $6,363,120Liabilities 2020: $157,361Net Assets 2020: $6,205,7592020Assets 2021: $6,216,469Liabilities 2021: $406,861Net Assets 2021: $5,809,6082021Assets 2022: $5,397,362Liabilities 2022: $266,947Net Assets 2022: $5,130,4152022Assets 2023: $5,009,630Liabilities 2023: $127,277Net Assets 2023: $4,882,3532023Assets 2025: $4,175,438Liabilities 2025: $98,323Net Assets 2025: $4,077,1152025

Highlighted filing

2017

Assets$7,267,033
Liabilities$241,167
Net Assets$7,025,866
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $20,051,8852011Expenses 2012: $19,748,5162012Expenses 2013: $20,668,7322013Revenue 2014: $23,619,793Expenses 2014: $23,755,343Net Income 2014: -$135,5502014Revenue 2015: $23,761,428Expenses 2015: $22,604,569Net Income 2015: $1,156,8592015Revenue 2016: $15,032,890Expenses 2016: $16,055,662Net Income 2016: -$1,022,7722016Revenue 2017: $6,758,333Expenses 2017: $7,174,583Net Income 2017: -$416,2502017Revenue 2018: $2,266,711Expenses 2018: $2,364,825Net Income 2018: -$98,1142018Revenue 2019: $2,105,292Expenses 2019: $2,434,292Net Income 2019: -$329,0002019Revenue 2020: $2,086,221Expenses 2020: $2,479,214Net Income 2020: -$392,9932020Revenue 2021: $1,643,326Expenses 2021: $2,039,477Net Income 2021: -$396,1512021Revenue 2022: $2,179,490Expenses 2022: $2,858,683Net Income 2022: -$679,1932022Revenue 2023: $2,004,013Expenses 2023: $2,252,075Net Income 2023: -$248,0622023Revenue 2025: $1,327,443Expenses 2025: $1,676,271Net Income 2025: -$348,8282025

Highlighted filing

2017

Revenue$6,758,333
Expenses$7,174,583
Net Income-$416,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Nov 22, 2017
Return Version
2016v3.0
Gross Receipts
$6,758,333
Mission and Program Overview

Mission

The plan provides dental, vision, prescription drug, medical benefits, group life and weekly disability benefits to members, their dependents and beneficiaries. The plan dispersed $1,382,142 of benefits to or for members during the year ended may 31, 2024

The plan provides dental, vision, prescription drug, medical and surgical benefits, group life and weekly disability benefits to members, their dependents and beneficiaries. The plan dispersed $6,621,214 of benefits to or for members during the year ended may 31, 2017.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,466,358$5,224,702▼ $241,656
Cash and Non-Interest-Bearing Accounts$2,334,315$1,479,081▼ $855,234
Investments in Publicly Traded Securities$99,552$435,043▲ $335,491
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,206,807$7,267,033▼ $939,774
Other Assets Total$306,582$128,207▼ $178,375
Liabilities
Other Liabilities$724,914$235,460▼ $489,454
Accounts Payable and Accrued Expenses$39,777$5,707▼ $34,070
Total Liabilities$764,691$241,167▼ $523,524
Net Assets / Fund Balance
Unrestricted Net Assets$7,442,116$7,025,866▼ $416,250
Total Net Assets Fund Balance$7,442,116$7,025,866▼ $416,250
Total Liabilities and Net Assets / Fund Balance$8,206,807$7,267,033▼ $939,774
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Barbara RohrerTrustee
Dennis SlipakoffTrustee
Don BrewsterTrustee
Lou VillalvazoTrustee
Lowell T RichardsonTrustee
Martin PerezTrustee
Mike BergenTrustee
Robert RiosTrustee
Tom DittoTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdministrationTrust Adminstrator13191 CROSSROADS PKWY N, City Of Industry, CA 91746$229,953
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,661,015
Investment Income
$98,697
Other Revenue
$-1,379
Change in Net Assets
$-416,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,758,333
Total Revenue per Audited Statements
$6,758,333
Total Revenue per Form 990
$6,758,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$553,369
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---$6,621,214
All Other Expenses---$101,238
Fees for Services Legal---$56,837
Other Expenses---$30,146
Conferences and Meetings---$5,529
Total Functional Expenses$0$0$0$7,174,583

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,655,335
Total Expenses per Audited Statements$7,655,335
Total Expenses per Form 990$7,174,583
Expenses Not Reported on Financial Statements$-480,752
Other Expense Adjustments$-480,752
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$218,814
Administrative Fees Payable$16,646
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was provided to the trustees of the plan for review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The trustees adopted a policy whereby in october and april of each year, the trustees will submit a completed conflicts of interest disclosure form to the administrator to enforce compliance with the conflict of interest policy.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Part VII Compensation of officers, directors, trustees, etc.

“To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.”

Filing and Contact Details

Filer

Filer Name
Southern California Dairy Industry
EIN
95-6060456
Phone
5624635000
Address
1200 WILSHIRE BLVD FIFTH FLOOR, LOS ANGELES, CA 90017

Signing Officer

Name
Mike Bergen
Title
Trustee
Signed
2017-11-22
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
David Brody & Company
Address
17785 CENTER COURT DR N STE 680, CERRITOS, CA 90703-8573
Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“While the chair and co-chair are routinely delegated more of the operational supervision of expenditures, all oversight is performed by the board as a whole.”

Raw XML AppendixShowing 400 of 417 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/OtherAssetsTotalGrp/EOYAmt0128207
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IRS990/OtherExpensesGrp/Desc3AUDIT & PAYROLL CLAIMS
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IRS990/OtherExpensesGrp/TotalAmt161250
IRS990/OtherExpensesGrp/TotalAmt261010
IRS990/OtherExpensesGrp/TotalAmt330146
IRS990/OtherLiabilitiesGrp/BOYAmt0724914
IRS990/OtherLiabilitiesGrp/EOYAmt0235460
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Depr.in Invest
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-1379
IRS990/OtherRevenueTotalAmt0-1379
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03944
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16657071
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16657071
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt015378878
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt099262
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0676784
IRS990/PYOtherRevenueAmt05677
IRS990/PYProgramServiceRevenueAmt014927951
IRS990/PYRevenuesLessExpensesAmt0-1022772
IRS990/PYTotalExpensesAmt016055662
IRS990/PYTotalRevenueAmt015032890
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-416250
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05466358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05224702
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-480752
IRS990ScheduleD/ExpensesSubtotalAmt07655335
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-480752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016646
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1218814
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE FEES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt06758333
IRS990ScheduleD/TotalExpensesPerForm990Amt07174583
IRS990ScheduleD/TotalLiabilityAmt0235460
IRS990ScheduleD/TotalRevenuePerForm990Amt06758333
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06758333
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07655335
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO THE TRUSTEES OF THE PLAN FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ADOPTED A POLICY WHEREBY IN OCTOBER AND APRIL OF EACH YEAR, THE TRUSTEES WILL SUBMIT A COMPLETED CONFLICTS OF INTEREST DISCLOSURE FORM TO THE ADMINISTRATOR TO ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3While the chair and co-chair are routinely delegated more of the operational supervision of expenditures, all oversight is performed by the board as a whole.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VII Compensation of officers, directors, trustees, etc.
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CONTRIBUTOR LIST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0IS ON FILE AT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0THE TRUST OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091746
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt07267033
IRS990/TotalAssetsGrp/BOYAmt08206807
IRS990/TotalAssetsGrp/EOYAmt07267033
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07174583
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0764691
IRS990/TotalLiabilitiesEOYAmt0241167
IRS990/TotalLiabilitiesGrp/BOYAmt0764691
IRS990/TotalLiabilitiesGrp/EOYAmt0241167
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07442116
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07025866
IRS990/TotalProgramServiceRevenueAmt06661015
IRS990/TotalRevenueGrp/ExclusionAmt097318
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06661015
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06758333
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08206807
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07267033
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07442116
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07025866
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE BERGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA DAIRY INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SECURITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0956060456

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,267,033
Liabilities
$241,167
Net assets
$7,025,866
Revenue
$6,758,333
Expenses
$7,174,583
Net income
-$416,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.10$4.08$1.33$1.68$0.35
2023Summary only. Only limited summary data is available for this year.$5.01$0.13$4.88$2.00$2.25$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.27$5.13$2.18$2.86$0.68
2021Summary only. Only limited summary data is available for this year.$6.22$0.41$5.81$1.64$2.04$0.40
2020Summary only. Only limited summary data is available for this year.$6.36$0.16$6.21$2.09$2.48$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.12$6.60$2.11$2.43$0.33
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.11$6.93$2.27$2.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.27$0.24$7.03$6.76$7.17$0.42
2016Detailed filing. Detailed filing data is available for this year.$8.21$0.76$7.44$15.0$16.1$1.02
2015Detailed filing. Detailed filing data is available for this year.$9.93$1.47$8.46$23.8$22.6$1.16
2014Detailed filing. Detailed filing data is available for this year.$8.42$1.12$7.31$23.6$23.8$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$1.09$7.44$20.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.49$0.69$6.79$19.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$1.21$6.36$20.1