Civic Intelligence

Inland Refrigeration and Air Conditioning

990 • Fiscal year 2017 • EIN 95-6115404

Feb 01, 2016 to Jan 31, 2017 • Filed on Nov 30, 2017

501 Shatto Pl 5th FLLos Angeles, CA 90020

(213) 385-6161

Siviq Scores

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

Liabilities / Assets

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.39x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

9.9%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

90th percentile

35%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

29%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,772,908

Up $464,264 (+35%) from 2016

Net Assets

Up

$652,158

Up $303,273 (+87%) from 2016

Liabilities

Up

$1,120,750

Up $160,991 (+17%) from 2016

Revenue

Up

$2,847,127

Up $646,119 (+29%) from 2016

Expenses

Up

$2,564,429

Up $363,200 (+16%) from 2016

Net Income

Up

$282,698

Up $282,919 (+128018%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,468,501Liabilities 2011: $552,893Net Assets 2011: $915,6082011Assets 2012: $1,561,639Liabilities 2012: $741,857Net Assets 2012: $819,7822012Assets 2013: $1,544,989Liabilities 2013: $866,190Net Assets 2013: $678,7992013Assets 2014: $1,390,550Liabilities 2014: $821,094Net Assets 2014: $569,4562014Assets 2015: $1,267,517Liabilities 2015: $870,358Net Assets 2015: $397,1592015Assets 2016: $1,308,644Liabilities 2016: $959,759Net Assets 2016: $348,8852016Assets 2017: $1,772,908Liabilities 2017: $1,120,750Net Assets 2017: $652,1582017Assets 2018: $2,409,573Liabilities 2018: $1,296,101Net Assets 2018: $1,113,4722018Assets 2019: $2,658,272Liabilities 2019: $1,481,939Net Assets 2019: $1,176,3332019Assets 2020: $2,892,938Liabilities 2020: $1,434,653Net Assets 2020: $1,458,2852020Assets 2021: $3,044,626Liabilities 2021: $1,576,872Net Assets 2021: $1,467,7542021Assets 2022: $3,267,234Liabilities 2022: $1,760,908Net Assets 2022: $1,506,3262022Assets 2023: $3,336,675Liabilities 2023: $1,873,777Net Assets 2023: $1,462,8982023Assets 2025: $4,391,329Liabilities 2025: $2,128,915Net Assets 2025: $2,262,4142025

Highlighted filing

2017

Assets$1,772,908
Liabilities$1,120,750
Net Assets$652,158

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,537,397Expenses 2011: $1,398,031Net Income 2011: $139,3662011Revenue 2012: $1,788,533Expenses 2012: $1,891,876Net Income 2012: -$103,3432012Revenue 2013: $1,927,979Expenses 2013: $2,099,189Net Income 2013: -$171,2102013Revenue 2014: $1,754,629Expenses 2014: $1,869,879Net Income 2014: -$115,2502014Revenue 2015: $1,869,731Expenses 2015: $2,036,594Net Income 2015: -$166,8632015Revenue 2016: $2,201,008Expenses 2016: $2,201,229Net Income 2016: -$2212016Revenue 2017: $2,847,127Expenses 2017: $2,564,429Net Income 2017: $282,6982017Revenue 2018: $3,363,915Expenses 2018: $2,952,211Net Income 2018: $411,7042018Revenue 2019: $3,630,708Expenses 2019: $3,529,433Net Income 2019: $101,2752019Revenue 2020: $3,851,602Expenses 2020: $3,672,494Net Income 2020: $179,1082020Revenue 2021: $3,794,387Expenses 2021: $3,792,900Net Income 2021: $1,4872021Revenue 2022: $4,297,588Expenses 2022: $4,201,547Net Income 2022: $96,0412022Revenue 2023: $4,769,678Expenses 2023: $4,608,206Net Income 2023: $161,4722023Revenue 2025: $5,516,544Expenses 2025: $5,201,531Net Income 2025: $315,0132025

Highlighted filing

2017

Revenue$2,847,127
Expenses$2,564,429
Net Income$282,698
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Nov 30, 2017
Return Version
2016v3.1
Gross Receipts
$2,912,028
Mission and Program Overview

Mission

To provide medical, surgical, hospital, dental, vision, life and prescription benefits to employees of companies signing appropriate collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$524,063$922,746▲ $398,683
Rtn Earn Endowment Incm Other Fnds$348,885$652,158▲ $303,273
Savings and Temporary Cash Investments$450,128$484,079▲ $33,951
Accounts Receivable$196,484$234,338▲ $37,854
Prepaid Expenses and Deferred Charges$137,969$131,745▼ $6,224
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,308,644$1,772,908▲ $464,264
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$941,137$1,093,378▲ $152,241
Accounts Payable and Accrued Expenses$18,622$27,372▲ $8,750
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$959,759$1,120,750▲ $160,991
Net Assets / Fund Balance
Total Net Assets Fund Balance$348,885$652,158▲ $303,273
Total Liabilities and Net Assets / Fund Balance$1,308,644$1,772,908▲ $464,264
Compensation and Service Providers

Board Members and Trustees

NameTitle
David MilesManagement Trustee
Richard SawhillManagement Trustee
Ron HickeyManagement Trustee
Scott LimbacherManagement Trustee
Bryan SmithUnion Trustee
Don TanakaUnion Trustee
John ShermanUnion Trustee
Richard EdwardsUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,823,604
Investment Income
$23,523
Other Revenue
$0
Change in Net Assets
$282,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,847,127
Revenue Not Reported on Form 990
$20,575
Total Revenue per Audited Statements
$2,867,702
Total Revenue per Form 990
$2,847,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,430
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---$2,480,999
Fees for Services Other---$37,898
Fees for Services Accounting---$13,988
Fees for Services Management---$9,144
Fees for Services Legal---$8,116
Conferences and Meetings---$5,211
Fees for Service Investment Mgmnt Fees---$4,340
Insurance---$2,526
Other Expenses---$1,587
Office Expenses---$620
Total Functional Expenses$0$0$0$2,564,429

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,564,429
Total Expenses per Audited Statements$2,412,188
Expenses per Audited Statements$1,471,051
Expenses Not Reported on Financial Statements$1,093,378
Other Expense Adjustments$1,093,378
Expenses Not Reported on Form 990$941,137
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Eligibility$837,252
Vacation Benefits Payable$256,126
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

THE FORM WAS REVIEWED BY THE BOARD OF TRUSTEES. PART VI, LINE 12C: THE BOARD OF TRUSTEES HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT MIRRORS THEIR OBLIGATIONS UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT ("ERISA"). AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THE RETENTION AND DEALINGS WITH SERVICE PROVIDERS AND OTHER PARTIES IN INTEREST AND AS OTHER CIRCUMSTANCES WARRANT. AS REQUIRED BY ERISA, INDIVIDUAL TRUSTEES ARE OBLIGATED TO AVOID CONFLICTS OF INTEREST AND, WHERE THIS IS NOT POSSIBLE, TO REPORT CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS TO THE BOARD OF TRUSTEES. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN A CONFLICT EXISTS. TRUSTEES ARE REQUIRED TO CONFIRM IN WRITING, AT LEAST ANNUALLY, THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. PART VI, LINE 19: THE fund INTENDS TO COMPLY WITH ALL REQUIREMENTS UNDER FEDERAL LAW INCLUDING THE TAX CODE AND THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. IT MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS IN ITS BENEFIT PLAN UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY OF THESE DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE fund. PART VII - compensation of trustees: The following trustees received compensation from related tax-exempt organizations and such compensation is available on the related organizations form 990: RICHARD EDWARDS JOHN SHERMAN BRYAN SMITH DON TANAKA

Filing and Contact Details

Filer

Filer Name
Inland Refrigeration and Air Conditioning
EIN
95-6115404
In Care Of
% SC PIPE TRADES ADMIN CORP
Phone
2133856161
Address
501 SHATTO PL 5TH FL, LOS ANGELES, CA 90020

Signing Officer

Name
Richard Sawhill
Title
Management Trustee
Phone
2133856161
Signed
2017-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
joel brick
Formed
1978
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Douglas Waite
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

No provision for federal or state income tax is made. The Fund has received tax-exempt status from the federal government under Internal Revenue Code Section 501(c)(9) and from the state of California under Revenue and Taxation Code Section 23701i. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 2D: January 31, 2016 Benefit Obligations $941,137 PART XII, LINE 4B: January 31, 2017 Benefit Obligations $1,093,378

Raw XML AppendixShowing 400 of 437 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018622
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027372
IRS990/AccountsReceivableGrp/BOYAmt0196484
IRS990/AccountsReceivableGrp/EOYAmt0234338
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL, VISION, LIFE AND PRESCRIPTION BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt02480999
IRS990/BooksInCareOfDetail/PersonNm0SC PIPE TRADES ADMIN CORP
IRS990/BooksInCareOfDetail/PhoneNum02133856161
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 SHATTO PL 5TH FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0LA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090020
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt05211
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02480999
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023523
IRS990/CYOtherExpensesAmt083430
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02823604
IRS990/CYRevenuesLessExpensesAmt0282698
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02564429
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02847127
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL, VISION, LIFE AND PRESCRIPTION BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt013988
IRS990/FeesForServicesLegalGrp/TotalAmt08116
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt09144
IRS990/FeesForServicesOtherGrp/TotalAmt037898
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04340
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD SAWHILL
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT LIMBACHER
IRS990/Form990PartVIISectionAGrp/PersonNm2RON HICKEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MILES
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm5DON TANAKA
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7BRYAN SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt06099
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt071000
IRS990/GrossReceiptsAmt02912028
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt02526
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt017424
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017424
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0524063
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0922746
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt064901
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL, VISION, LIFE AND PRESCRIPTION BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0348885
IRS990/NetAssetsOrFundBalancesEOYAmt0652158
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06099
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06099
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0620
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt01587
IRS990/OtherLiabilitiesGrp/BOYAmt0941137
IRS990/OtherLiabilitiesGrp/EOYAmt01093378
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0137969
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0131745
IRS990/PrincipalOfficerNm0joel brick
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02823604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02823604
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02114372
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034717
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt086857
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02166291
IRS990/PYRevenuesLessExpensesAmt0-221
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02201229
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02201008
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0282698
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0348885
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0652158
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0450128
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0484079
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0941137
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01093378
IRS990ScheduleD/ExpensesSubtotalAmt01471051
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020575
IRS990ScheduleD/OtherExpensesIncludedAmt0941137
IRS990ScheduleD/OtherExpensesNotIncludedAmt01093378
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0837252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1256126
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt020575
IRS990ScheduleD/RevenueSubtotalAmt02847127
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0No provision for federal or state income tax is made. The Fund has received tax-exempt status from the federal government under Internal Revenue Code Section 501(c)(9) and from the state of California under Revenue and Taxation Code Section 23701i. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 2D: January 31, 2016 Benefit Obligations $941,137 PART XII, LINE 4B: January 31, 2017 Benefit Obligations $1,093,378
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt02564429
IRS990ScheduleD/TotalLiabilityAmt01093378
IRS990ScheduleD/TotalRevenuePerForm990Amt02847127
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02867702
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02412188
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM WAS REVIEWED BY THE BOARD OF TRUSTEES. PART VI, LINE 12C: THE BOARD OF TRUSTEES HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT MIRRORS THEIR OBLIGATIONS UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT ("ERISA"). AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THE RETENTION AND DEALINGS WITH SERVICE PROVIDERS AND OTHER PARTIES IN INTEREST AND AS OTHER CIRCUMSTANCES WARRANT. AS REQUIRED BY ERISA, INDIVIDUAL TRUSTEES ARE OBLIGATED TO AVOID CONFLICTS OF INTEREST AND, WHERE THIS IS NOT POSSIBLE, TO REPORT CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS TO THE BOARD OF TRUSTEES. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN A CONFLICT EXISTS. TRUSTEES ARE REQUIRED TO CONFIRM IN WRITING, AT LEAST ANNUALLY, THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. PART VI, LINE 19: THE fund INTENDS TO COMPLY WITH ALL REQUIREMENTS UNDER FEDERAL LAW INCLUDING THE TAX CODE AND THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. IT MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS IN ITS BENEFIT PLAN UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY OF THESE DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE fund. PART VII - compensation of trustees: The following trustees received compensation from related tax-exempt organizations and such compensation is available on the related organizations form 990: RICHARD EDWARDS JOHN SHERMAN BRYAN SMITH DON TANAKA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0sunbelt controls inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1inland mechanical services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INLAND REFRIG & AC RETIREMENT TF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SO CA PIPE TRADES ADMINISTRAVITE CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956377502
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RET. BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 SHATTO PL 5TH FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090020
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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01308644
IRS990/TotalAssetsEOYAmt01772908
IRS990/TotalAssetsGrp/BOYAmt01308644
IRS990/TotalAssetsGrp/EOYAmt01772908
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02564429
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0959759
IRS990/TotalLiabilitiesEOYAmt01120750
IRS990/TotalLiabilitiesGrp/BOYAmt0959759
IRS990/TotalLiabilitiesGrp/EOYAmt01120750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0348885
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0652158
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02823604
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023523
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02823604
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02847127
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01308644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01772908
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0501 shatto pl 5th fl
IRS990/USAddress/CityNm0los angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090020
IRS990/VotingMembersGoverningBodyCnt08

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$2.13$2.26$5.52$5.20$0.32
2023Summary only. Only limited summary data is available for this year.$3.34$1.87$1.46$4.77$4.61$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$1.76$1.51$4.30$4.20$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$1.58$1.47$3.79$3.79$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$1.43$1.46$3.85$3.67$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$1.48$1.18$3.63$3.53$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$1.30$1.11$3.36$2.95$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.77$1.12$0.65$2.85$2.56$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.96$0.35$2.20$2.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.87$0.40$1.87$2.04$0.17
2014Summary only. Only limited summary data is available for this year.$1.39$0.82$0.57$1.75$1.87$0.12
2013Summary only. Only limited summary data is available for this year.$1.54$0.87$0.68$1.93$2.10$0.17
2012Summary only. Only limited summary data is available for this year.$1.56$0.74$0.82$1.79$1.89$0.10
2011Summary only. Only limited summary data is available for this year.$1.47$0.55$0.92$1.54$1.40$0.14