Civic Intelligence

Southern California Drug Benefit Fund

EIN 95-6474516 • 501(c)9 • Los Angeles, CA

View Organization Page

2220 Hyperion AveLos Angeles, CA 90027

www.ufcwdrugtrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.58x

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

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.32x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

19th percentile

-4.9%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$193,916

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-2.6%

Faster revenue growth than 20% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$63,523,423

Down $2,280,632 (-3.5%) from 2023

Liabilities

Up

$35,114,537

Up $1,683,167 (+5.0%) from 2023

Net Assets

Down

$28,408,886

Down $3,963,799 (-12%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin19th percentile

Revenue

Down

$105,097,128

Down $7,456,972 (-6.6%) from 2023

Expenses

Up

$109,726,819

Up $2,156,708 (+2.0%) from 2023

Net Income

Down

-$4,629,691

Down $9,613,680 (-193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0-$50MAssets 2010: $33,233,565Liabilities 2010: $29,633,954Net Assets 2010: $3,599,6112010Assets 2011: $26,046,378Liabilities 2011: $31,687,657Net Assets 2011: -$5,641,2792011Assets 2012: $28,429,413Liabilities 2012: $28,100,819Net Assets 2012: $328,5942012Assets 2013: $40,546,992Liabilities 2013: $32,056,651Net Assets 2013: $8,490,3412013Assets 2014: $53,963,898Liabilities 2014: $31,833,757Net Assets 2014: $22,130,1412014Assets 2015: $63,482,081Liabilities 2015: $32,420,949Net Assets 2015: $31,061,1322015Assets 2016: $76,074,720Liabilities 2016: $29,772,414Net Assets 2016: $46,302,3062016Assets 2017: $71,760,791Liabilities 2017: $30,181,350Net Assets 2017: $41,579,4412017Assets 2018: $76,123,294Liabilities 2018: $32,501,938Net Assets 2018: $43,621,3562018Assets 2019: $72,167,214Liabilities 2019: $33,257,806Net Assets 2019: $38,909,4082019Assets 2020: $70,967,934Liabilities 2020: $30,687,188Net Assets 2020: $40,280,7462020Assets 2021: $67,733,046Liabilities 2021: $37,442,251Net Assets 2021: $30,290,7952021Assets 2022: $62,084,382Liabilities 2022: $34,468,500Net Assets 2022: $27,615,8822022Assets 2023: $65,804,055Liabilities 2023: $33,431,370Net Assets 2023: $32,372,6852023Assets 2024: $63,523,423Liabilities 2024: $35,114,537Net Assets 2024: $28,408,8862024

Highlighted filing

2024

Assets$63,523,423
Liabilities$35,114,537
Net Assets$28,408,886
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $100,284,2602010Expenses 2011: $102,246,5282011Expenses 2012: $98,384,1532012Expenses 2013: $100,982,3642013Revenue 2014: $115,883,655Expenses 2014: $102,393,550Net Income 2014: $13,490,1052014Revenue 2015: $113,743,464Expenses 2015: $104,576,508Net Income 2015: $9,166,9562015Revenue 2016: $111,093,768Expenses 2016: $95,297,220Net Income 2016: $15,796,5482016Revenue 2017: $95,773,896Expenses 2017: $101,252,486Net Income 2017: -$5,478,5902017Revenue 2018: $105,482,417Expenses 2018: $103,542,804Net Income 2018: $1,939,6132018Revenue 2019: $107,521,037Expenses 2019: $111,759,261Net Income 2019: -$4,238,2242019Revenue 2020: $106,809,889Expenses 2020: $105,666,307Net Income 2020: $1,143,5822020Revenue 2021: $103,649,497Expenses 2021: $113,638,440Net Income 2021: -$9,988,9432021Revenue 2022: $104,712,697Expenses 2022: $106,230,328Net Income 2022: -$1,517,6312022Revenue 2023: $112,554,100Expenses 2023: $107,570,111Net Income 2023: $4,983,9892023Revenue 2024: $105,097,128Expenses 2024: $109,726,819Net Income 2024: -$4,629,6912024

Highlighted filing

2024

Revenue$105,097,128
Expenses$109,726,819
Net Income-$4,629,691
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$63,523,423
Liabilities
$35,114,537
Net assets
$28,408,886
Revenue
$105,097,128
Expenses
$109,726,819
Net income
-$4,629,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.5$35.1$28.4$105$110$4.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$33.4$32.4$113$108$4.98
2022Detailed filing. Detailed filing data is available for this year.$62.1$34.5$27.6$105$106$1.52
2021Detailed filing. Detailed filing data is available for this year.$67.7$37.4$30.3$104$114$9.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.0$30.7$40.3$107$106$1.14
2019Detailed filing. Detailed filing data is available for this year.$72.2$33.3$38.9$108$112$4.24
2018Detailed filing. Detailed filing data is available for this year.$76.1$32.5$43.6$105$104$1.94
2017Detailed filing. Detailed filing data is available for this year.$71.8$30.2$41.6$95.8$101$5.48
2016Detailed filing. Detailed filing data is available for this year.$76.1$29.8$46.3$111$95.3$15.8
2015Detailed filing. Detailed filing data is available for this year.$63.5$32.4$31.1$114$105$9.17
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.0$31.8$22.1$116$102$13.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$32.1$8.49$101
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$28.1$0.33$98.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$31.7$5.64$102
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$29.6$3.60$100
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 20, 2023
Return Version
2021v4.2
Gross Receipts
$111,323,502
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,390,344$45,017,709▼ $7,372,635
Rtn Earn Endowment Incm Other Fnds$30,290,795$27,615,882▼ $2,674,913
Accounts Receivable$7,387,897$9,064,445▲ $1,676,548
Savings and Temporary Cash Investments$7,933,815$7,956,423▲ $22,608
Cash and Non-Interest-Bearing Accounts$3,202$27,283▲ $24,081
Prepaid Expenses and Deferred Charges$17,788$18,522▲ $734
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$67,733,046$62,084,382▼ $5,648,664
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$35,278,520$32,103,026▼ $3,175,494
Accounts Payable and Accrued Expenses$2,163,731$2,365,474▲ $201,743
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$37,442,251$34,468,500▼ $2,973,751
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,290,795$27,615,882▼ $2,674,913
Total Liabilities and Net Assets / Fund Balance$67,733,046$62,084,382▼ $5,648,664
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Allison FullerEmployer Trustee
Rob FrancinEmployer Trustee
Steven EstradaEmployer Trustee
Andrea ZinderUnion Trustee
Kathy FinnUnion Trustee
Matt BrunoUnion Trustee
Michael a StraeterUnion Trustee
Todd WaltersUnion Trustee
mark ramosunion trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross Of CaliforniaManaged Care Admin3075 VANDERCAR WAY, Cincinnati, OH 45209$646,618
Delta Dental Of CaliforniaDental Admin17871 PARK PLAZA DR STE 200, Cerritos, CA 90703$272,960
Schwartzsteinsapirdohrmann SommLegal6300 WILSHIRE BLVD STE 2000, Los Angeles, CA 90048$258,121
The Segal Group INCConsultant180 HOWARD ST STE 1100, San Francisco, CA 94105$215,013
Optum RxPrescription Admin11000 OPTUM CIR, Eden Prarie, MN 55344$178,771
Revenue and Support

Revenue Composition

Contributions and Grants
$249,874
Program Service Revenue
$104,152,971
Investment Income
$299,431
Other Revenue
$10,421
Change in Net Assets
$-1,517,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,712,697
Revenue Not Reported on Form 990
$-1,157,282
Total Revenue per Audited Statements
$103,555,415
Total Revenue per Form 990
$104,712,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,367,189
Salaries, Compensation, and Employee Benefits$2,597,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$100,265,193
Fees for Services Other---$1,827,361
Other Salaries and Wages---$1,797,475
Other Employee Benefits---$551,492
Office Expenses---$508,808
Fees for Services Legal---$258,217
Payroll Taxes---$141,654
Pension Plan Contributions---$107,325
Fees for Services Accounting---$105,031
Insurance---$90,717
Occupancy---$87,748
Other Expenses---$18,943
Fees for Service Investment Mgmnt Fees---$11,769
Conferences and Meetings---$6,730
Total Functional Expenses$0$0$0$106,230,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$109,405,822
Total Expenses per Form 990$106,230,328
Expenses per Audited Statements$74,127,302
Expenses Not Reported on Form 990$35,278,520
Expenses Not Reported on Financial Statements$32,103,026
Other Expense Adjustments$32,103,026
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
Subject to proxy tax
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
Accum. Eligibility$22,882,872
Reported$6,801,000
Claims Payable$2,347,000
Premiums Payable$72,154
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“The board of trustees reviews the form 990 and upon approval, designates and authorizes an individual to sign the return.”

PART VI, LINE 12A:

“The plan is an employee benefit trust subject to the fiduciary and prohibited transaction rules of erisa sections 404 and 406, 29 u.s.c. Sections 1104 and 1106.”

PART VI, LINES 15A AND 15B:

“Members of the board of trustees receive no compensation. The plan does not have other officers or key employees.”

PART VI, LINE 19:

“The plan makes its governing documents available upon request. The summary plan description is distributed to all participants. The financial statements are distributed to all trustees and professional advisors and upon request to other interested parties. The summary annual report with erisa - required financial information is provided to all participants annually.”

PART VII, COLUMNS (E) AND (F):

“Any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Southern California Drug Benefit Fund
EIN
95-6474516
In Care Of
% JOHN YOUNG
Phone
3236668910
Address
2220 HYPERION AVE, LOS ANGELES, CA 90027

Signing Officer

Name
Kathy Finn
Title
Trustee
Phone
3236668910
Signed
2023-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Zinder
Formed
1974
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
11
Volunteers
0

Preparer

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

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“The southern california drug benefit fund is a multiemployer welfare benefit plan providing hospital - medical, chemical dependency treatment, dental, orthodontic, psychiatric, prescription, predictive medicine, death, supplemental unemployment and disability, industry vacation, vision and other benefits to active employees and their dependents; and hospital - medical, prescription and death benefits to retired employees and their dependents.”

PART I, LINE 5; PART V, LINES 2A AND 2B; PART IX, LINES 7-10:

“The plan has no statutory employees, however, forms w-2/w-3 were filed for plan participants whose registered domestic partners received benefits from the plan. The salaries and wages, pension plan contributions, other employee benefits and payroll tax reported in part ix were allocated to this plan by a related organization, see schedule r.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xii, line 2d: june 30, 2021 benefit obligations $35,278,520 part xii, line 4b: june 30, 2022 benefit obligations $32,103,026”

Raw XML AppendixShowing 400 of 543 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/BOYAmt02163731
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02365474
IRS990/AccountsReceivableGrp/BOYAmt07387897
IRS990/AccountsReceivableGrp/EOYAmt09064445
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0100265193
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IRS990/BooksInCareOfDetail/PhoneNum03236668910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02220 HYPERION AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090027
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CollectionsOfArtInd0false
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IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt06730
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0646618
IRS990/ContractorCompensationGrp/CompensationAmt1258121
IRS990/ContractorCompensationGrp/CompensationAmt2272960
IRS990/ContractorCompensationGrp/CompensationAmt3178771
IRS990/ContractorCompensationGrp/CompensationAmt4215013
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt16300 WILSHIRE BLVD STE 2000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt217871 PARK PLAZA DR STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt311000 OPTUM CIR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4180 HOWARD ST STE 1100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CINCINNATI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LOS ANGELES
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm4THE SEGAL GROUP INC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGED CARE ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc2DENTAL ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc3PRESCRIPTION ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTANT
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0100265193
IRS990/CYContributionsGrantsAmt0249874
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IRS990/CYInvestmentIncomeAmt0299431
IRS990/CYOtherExpensesAmt03367189
IRS990/CYOtherRevenueAmt010421
IRS990/CYProgramServiceRevenueAmt0104152971
IRS990/CYRevenuesLessExpensesAmt0-1517631
IRS990/CYSalariesCompEmpBnftPaidAmt02597946
IRS990/CYTotalExpensesAmt0106230328
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0105031
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IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
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IRS990/FeesForServicesProfFundraising/TotalAmt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D: JUNE 30, 2021 BENEFIT OBLIGATIONS $35,278,520 PART XII, LINE 4B: JUNE 30, 2022 BENEFIT OBLIGATIONS $32,103,026
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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