Civic Intelligence

Teamsters Miscellaneous Security Fund

990 • Fiscal year 2023 • EIN 95-6060502

Jun 01, 2022 to May 31, 2023 • Filed on Feb 08, 2024

Organization ProfileN/A

View Organization Page

225 South Lake Avenue 1200Pasadena, CA 91101

(626) 463-6012

Siviq Scores

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

Liabilities / Assets

68th percentile

0.08x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.08x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Net Margin

66th percentile

7.0%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Asset Growth

57th percentile

7.9%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

9.8%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$266,184,059

Up $19,455,408 (+7.9%) from 2022

Net Assets

Up

$245,412,925

Up $17,391,164 (+7.6%) from 2022

Liabilities

Up

$20,771,134

Up $2,064,244 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Up

$247,134,730

Up $22,034,849 (+9.8%) from 2022

Expenses

Up

$229,743,566

Up $17,115,338 (+8.0%) from 2022

Net Income

Up

$17,391,164

Up $4,919,511 (+39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$400M$300M$200M$100M$0Assets 2010: $68,464,471Liabilities 2010: $9,169,418Net Assets 2010: $59,295,0532010Assets 2011: $61,149,630Liabilities 2011: $10,814,929Net Assets 2011: $50,334,7012011Assets 2012: $69,421,760Liabilities 2012: $9,292,180Net Assets 2012: $60,129,5802012Assets 2013: $92,849,688Liabilities 2013: $15,066,573Net Assets 2013: $77,783,1152013Assets 2014: $96,046,063Liabilities 2014: $12,997,500Net Assets 2014: $83,048,5632014Assets 2015: $119,741,790Liabilities 2015: $17,507,564Net Assets 2015: $102,234,2262015Assets 2016: $136,303,036Liabilities 2016: $16,584,403Net Assets 2016: $119,718,6332016Assets 2017: $149,458,777Liabilities 2017: $18,577,133Net Assets 2017: $130,881,6442017Assets 2018: $164,263,792Liabilities 2018: $19,572,296Net Assets 2018: $144,691,4962018Assets 2019: $190,397,951Liabilities 2019: $20,024,841Net Assets 2019: $170,373,1102019Assets 2020: $218,353,121Liabilities 2020: $18,788,264Net Assets 2020: $199,564,8572020Assets 2021: $233,183,818Liabilities 2021: $17,633,710Net Assets 2021: $215,550,1082021Assets 2022: $246,728,651Liabilities 2022: $18,706,890Net Assets 2022: $228,021,7612022Assets 2023: $266,184,059Liabilities 2023: $20,771,134Net Assets 2023: $245,412,9252023Assets 2024: $296,168,312Liabilities 2024: $20,670,193Net Assets 2024: $275,498,1192024Assets 2025: $329,693,460Liabilities 2025: $22,427,734Net Assets 2025: $307,265,7262025

Highlighted filing

2023

Assets$266,184,059
Liabilities$20,771,134
Net Assets$245,412,925
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$400M$300M$200M$100M$0Expenses 2010: $181,797,4672010Expenses 2011: $185,304,0132011Expenses 2012: $179,104,5042012Expenses 2013: $204,007,9432013Revenue 2014: $207,077,372Expenses 2014: $201,811,924Net Income 2014: $5,265,4482014Revenue 2015: $217,578,976Expenses 2015: $198,393,313Net Income 2015: $19,185,6632015Revenue 2016: $213,795,705Expenses 2016: $196,311,298Net Income 2016: $17,484,4072016Revenue 2017: $223,026,360Expenses 2017: $211,863,349Net Income 2017: $11,163,0112017Revenue 2018: $234,416,114Expenses 2018: $220,606,262Net Income 2018: $13,809,8522018Revenue 2019: $249,407,151Expenses 2019: $223,725,537Net Income 2019: $25,681,6142019Revenue 2020: $253,228,705Expenses 2020: $224,036,958Net Income 2020: $29,191,7472020Revenue 2021: $239,388,863Expenses 2021: $223,403,612Net Income 2021: $15,985,2512021Revenue 2022: $225,099,881Expenses 2022: $212,628,228Net Income 2022: $12,471,6532022Revenue 2023: $247,134,730Expenses 2023: $229,743,566Net Income 2023: $17,391,1642023Revenue 2024: $272,643,040Expenses 2024: $242,557,846Net Income 2024: $30,085,1942024Revenue 2025: $301,505,342Expenses 2025: $269,737,735Net Income 2025: $31,767,6072025

Highlighted filing

2023

Revenue$247,134,730
Expenses$229,743,566
Net Income$17,391,164
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$247,134,730
Mission and Program Overview

Mission

To provide to eligible participants and eligible dependents, medical, death, mental health and welfare benefits in accordance with collective bargaining agreements.

To provide eligible participants and eligible dependents medical, death, mental health and welfare benefits in accordance with collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$228,021,761$245,412,925▲ $17,391,164
Investments in Publicly Traded Securities$174,434,052$198,970,081▲ $24,536,029
Savings and Temporary Cash Investments$35,885,293$37,286,203▲ $1,400,910
Cash and Non-Interest-Bearing Accounts$33,433,367$25,943,471▼ $7,489,896
Accounts Receivable$1,103,705$623,756▼ $479,949
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$246,728,651$266,184,059▲ $19,455,408
Other Assets Total$1,872,234$3,360,548▲ $1,488,314
Liabilities
Other Liabilities$18,085,463$20,084,142▲ $1,998,679
Accounts Payable and Accrued Expenses$621,427$686,992▲ $65,565
Total Liabilities$18,706,890$20,771,134▲ $2,064,244
Net Assets / Fund Balance
Total Net Assets Fund Balance$228,021,761$245,412,925▲ $17,391,164
Total Liabilities and Net Assets / Fund Balance$246,728,651$266,184,059▲ $19,455,408
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mike BergenChairman
Sean HarrenChairman
Chris SheridanTrustee
Christopher GriswoldTrustee
John a OntiverosTrustee
Lily GuerreroTrustee
Marjorie EwingTrustee
Michelle WarrenTrustee
Mike HarukiTrustee
Mike PharrisTrustee
Nick SilkTrustee
Ray WhitmerTrustee
Ron Seamans SrTrustee
Tom LauerTrustee
Felix SernaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrator INCContract Admin225 S LAKE AVENUE STE 1200, Pasadena, CA 91101$7,079,698
Liberty Dental Plan Of CaliforniaDental Admin1730 FLIGHT WAY STE 125, Tustin, CA 92782$350,206
Anthem Blue CrossPpo3080 BRISTOL STRET STE 200, Costa Mesa, CA 92626$304,874
Southwest Money Management INCConsultant6978 EMERALD SPRINGS LN, Las Vegas, NV 89113$195,519
Af Bubenas & CompanyConsultant20955 PATHFINDER ROAD STE 100, Diamond Bar, CA 91765$153,246
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$248,155,734
Investment Income
$3,712,145
Other Revenue
$-4,733,149
Change in Net Assets
$17,391,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,993,957
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---$220,749,609
Fees for Services Management---$6,643,274
Fees for Services Other---$1,065,740
Fees for Services Accounting---$395,552
Fees for Service Investment Mgmnt Fees---$215,519
Fees for Services Legal---$122,296
Insurance---$50,968
Other Expenses---$23,583
Conferences and Meetings---$10,803
All Other Expenses---$5,489
Total Functional Expenses$0$0$0$229,743,566
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
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 Obligations$20,084,142
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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, Section B, Line 11B

“The board of trustees reviews the form 990 and upon approval, authorizes the chairman to sign the form.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees complete and sign conflict of interest form on a bi-annual basis in may and december.”

Form 990, Part VI, Section C, Line 19

“Trust's plan document and any other governing documents, including the financial statements, are maintained at the trust office and are available 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
Teamsters Miscellaneous Security Fund
EIN
95-6060502
Phone
6264636012
Address
225 SOUTH LAKE AVENUE 1200, PASADENA, CA 91101

Signing Officer

Name
Sean Harren
Title
Chairman
Signed
2024-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Harren
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

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

Additional Explanations

Part V, Line 2A

“The plan has no statutory employees but did file forms w-2 to report short-term disability (third-party sick pay) benefits to participants.”

Raw XML AppendixShowing 400 of 487 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0247134730
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt050968
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03712145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03712145
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0174434052
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0198970081
IRS990/IRPDocumentCnt0585
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-5321952
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-5321952
IRS990/MissionDesc0TO PROVIDE ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS MEDICAL, DEATH, MENTAL HEALTH AND WELFARE BENEFITS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0228021761
IRS990/NetAssetsOrFundBalancesEOYAmt0245412925
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01872234
IRS990/OtherAssetsTotalGrp/EOYAmt03360548
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE, PRINTING & OFFICE EXP
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2REGULATORY COMPLIANCE PROJECT
IRS990/OtherExpensesGrp/Desc3PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt0345004
IRS990/OtherExpensesGrp/TotalAmt160540
IRS990/OtherExpensesGrp/TotalAmt255189
IRS990/OtherExpensesGrp/TotalAmt323583
IRS990/OtherLiabilitiesGrp/BOYAmt018085463
IRS990/OtherLiabilitiesGrp/EOYAmt020084142
IRS990/OtherRevenueMiscGrp/BusinessCd0524298
IRS990/OtherRevenueMiscGrp/BusinessCd1524298
IRS990/OtherRevenueMiscGrp/BusinessCd2524298
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/Desc1PERFORMANCE GUARANTEE
IRS990/OtherRevenueMiscGrp/Desc2WELLNESS PROGRAM
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt089961
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1172201
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2326641
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt089961
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1172201
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2326641
IRS990/OtherRevenueTotalAmt0-4733149
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/PrincipalOfficerNm0SEAN HARREN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT SELF-PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0243046502
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15109232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0243046502
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15109232
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0204393886
IRS990/PYInvestmentIncomeAmt02350567
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08234342
IRS990/PYOtherRevenueAmt0-12918007
IRS990/PYProgramServiceRevenueAmt0235667321
IRS990/PYRevenuesLessExpensesAmt012471653
IRS990/PYTotalExpensesAmt0212628228
IRS990/PYTotalRevenueAmt0225099881
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017391164
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0228021761
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0245412925
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035885293
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037286203
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020084142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/TotalLiabilityAmt020084142
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND UPON APPROVAL, AUTHORIZES THE CHAIRMAN TO SIGN THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES COMPLETE AND SIGN CONFLICT OF INTEREST FORM ON A BI-ANNUAL BASIS IN MAY AND DECEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST'S PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, INCLUDING THE FINANCIAL STATEMENTS, ARE MAINTAINED AT THE TRUST OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN HAS NO STATUTORY EMPLOYEES BUT DID FILE FORMS W-2 TO REPORT SHORT-TERM DISABILITY (THIRD-PARTY SICK PAY) BENEFITS TO PARTICIPANTS.
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART V, LINE 2A
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/ZIPCd091101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,184,059
Liabilities
$20,771,134
Net assets
$245,412,925
Revenue
$247,134,730
Expenses
$229,743,566
Net income
$17,391,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$330$22.4$307$302$270$31.8
2024Detailed filing. Detailed filing data is available for this year.$296$20.7$275$273$243$30.1
2023Detailed filing. Detailed filing data is available for this year.$266$20.8$245$247$230$17.4
2022Detailed filing. Detailed filing data is available for this year.$247$18.7$228$225$213$12.5
2021Detailed filing. Detailed filing data is available for this year.$233$17.6$216$239$223$16.0
2020Detailed filing. Detailed filing data is available for this year.$218$18.8$200$253$224$29.2
2019Detailed filing. Detailed filing data is available for this year.$190$20.0$170$249$224$25.7
2018Detailed filing. Detailed filing data is available for this year.$164$19.6$145$234$221$13.8
2017Detailed filing. Detailed filing data is available for this year.$149$18.6$131$223$212$11.2
2016Detailed filing. Detailed filing data is available for this year.$136$16.6$120$214$196$17.5
2015Detailed filing. Detailed filing data is available for this year.$120$17.5$102$218$198$19.2
2014Detailed filing. Detailed filing data is available for this year.$96.0$13.0$83.0$207$202$5.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.8$15.1$77.8$204
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.4$9.29$60.1$179
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.1$10.8$50.3$185
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.5$9.17$59.3$182