GENERAL EMPLOYEES TRUST FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GENERAL EMPLOYEES TRUST FUND (EIN 23-7404790)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-12-16
- IRS object ID
- 201903509349300645
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-16T13:46:18-06:00 | ReturnTs |
| Tax Period End | 2019-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER KAPLAN ARASE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO EMBARCADERO CTR STE 2280 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941113916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237404790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERAL EMPLOYEES TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NORTHWEST ADMINISTRATORS IN | InCareOfNm |
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 6505707300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MARINA BLVD STE 400 | AddressLine1Txt |
| City | BRISBANE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE HERNANDEZ | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 4158974856 | PhoneNum |
| Signature | 2019-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Catalina Kirby | PreparerPersonNm |
| PTIN | P02018896 | PTIN |
| Phone | 4159563600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.244.147.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95416620193505000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-12-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D553F0CC161CAB4950D5232994D4871B352D586 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1D553F0CC161CAB4950D5232994D4871B352D586 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | charles gilchrist | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MARINA BLVD STE 400 | AddressLine1Txt |
| City | BRISBANE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $168,818,424 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $139,272,723 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $146,187,416 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,764,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,273,720 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,207,292 | PYOtherRevenueAmt |
| CY Other Revenue | $3,521,622 | CYOtherRevenueAmt |
| PY Total Revenue | $144,244,162 | PYTotalRevenueAmt |
| CY Total Revenue | $151,982,758 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $129,046,817 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $133,535,709 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $129,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $129,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,425,336 | PYOtherExpensesAmt |
| CY Other Expenses | $3,346,261 | CYOtherExpensesAmt |
| PY Total Expenses | $132,601,153 | PYTotalExpensesAmt |
| CY Total Expenses | $137,010,970 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,643,009 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,971,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,869,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,139,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,320,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,023,812 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $73,549,810 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,116,098 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HEALTH COVERAGE TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHWEST ADMINISTRATORS IN | PersonNm |
| Phone | 6505707300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MARINA BLVD STE 400 | AddressLine1Txt |
| City | BRISBANE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES GILCHRIST | ||||||
| UNION TRUSTEE | 6.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 |
| GEORGE HERNANDEZ | ||||||
| EMPLOYER TRUSTEE | 6.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 |
| OLGA MIRANDA | ||||||
| UNION TRUSTEE | 4.0 | 40.0 | Yes (X) | $0 | $99,921 | $0 |
| MARK SHARWOOD | ||||||
| UNION TRUSTEE | 4.0 | 40.0 | Yes (X) | $0 | $102,451 | $0 |
| RAY NANN | ||||||
| EMPLOYER TRUSTEE | 4.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 |
| H JIM EDWARDS | ||||||
| EMPLOYER TRUSTEE (ALT.) | 4.0 | 0.0 | Yes (X) | $9,000 | $0 | $0 |
| JIM BEARD | ||||||
| EMPLOYER TRUSTEE | 4.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 |
| TIM BREKKE | ||||||
| EMPLOYER TRUSTEE | 4.0 | 0.0 | Yes (X) | $24,000 | $0 | $0 |
| DENISE SOLIS | ||||||
| UNION TRUSTEE | 4.0 | 40.0 | Yes (X) | $0 | $102,451 | $0 |
| DAVID HUERTA | ||||||
| UNION TRUSTEE(ALT.) | 4.0 | 40.0 | Yes (X) | $0 | $105,376 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $129,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $410,199 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS INC | |||||
| 2323 EASTLAKE AVE | SEATTLE | WA | 98102 | ADMINISTRATOR | $1,879,814 |
| ANTHEM BLUE CROSS | |||||
| 11050 OLSEN DR STE 110 | RANCHO CORDOVA | CA | 95670 | CLAIM PROCESSOR | $692,470 |
| RAEL LETSON | |||||
| PO BOX 740722 | LOS ANGELES | CA | 900740722 | CONSULTANT | $103,800 |
| DELTA DENTAL | |||||
| PO BOX 429086 | SAN FRANCISCO | CA | 94142 | dental ADMINISTRATOR | $370,920 |
| NATIONAL COMPLIANCE SERVICES | |||||
| 463 MIDDLEFIELD RD | BOULDER CREEK | CA | 95006 | Employer Compliance | $267,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $146,064,708 | $146,064,708 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $122,708 | $122,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $146,187,416 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,419,987 | TotalRevenueColumnAmt |
| Exclusion | $2,419,987 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,689,399 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,835,666 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$146,267 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$146,267 | TotalRevenueColumnAmt |
| Exclusion | -$146,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION DRUG REBATE | 900099 | $1,930,112 | $1,930,112 |
| STOP LOSS REIMBURSEMENTS | 900099 | $1,458,271 | $1,458,271 |
| MISCELLANEOUS INCOME | 900099 | $133,239 | $133,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,521,622 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,982,758 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $149,709,038 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,273,720 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,535,709 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,000 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,255,281 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,305 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,213 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,676 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,225 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,414 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,451 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,155 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PCORI FEES | Desc |
| Total | $35,541 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,010,970 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,675,026 | BOYAmt |
| EOY | $39,963,588 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,682,450 | BOYAmt |
| EOY | $14,021,789 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,324 | BOYAmt |
| EOY | $12,944 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,736,595 | BOYAmt |
| EOY | $48,702,711 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,762,566 | BOYAmt |
| EOY | $16,438,878 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,869,961 | BOYAmt |
| EOY | $119,139,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,130 | BOYAmt |
| EOY | $287,557 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,089,021 | BOYAmt |
| EOY | $29,736,255 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,320,151 | BOYAmt |
| EOY | $30,023,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,549,810 | BOYAmt |
| EOY | $89,116,098 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,549,810 | BOYAmt |
| EOY | $89,116,098 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,869,961 | BOYAmt |
| EOY | $119,139,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,971,788 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $594,500 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AMERICAN CORE REALTY FUND LP | $9,455,958 | F |
| BOYD WATTERSON GSA FUND LP | $6,982,920 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,438,878 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATIONS | Desc |
| Amt | $29,736,255 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,736,255 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $152,577,258 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $594,500 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $594,500 | RevenueNotReportedAmt |
| Revenue Subtotal | $151,982,758 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $151,982,758 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $138,286,034 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $138,286,034 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$1,275,064 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,275,064 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $137,010,970 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 4B: CHANGE IN BENEFIT OBLIGATION AT JANUARY 31, 2019 ($1,275,064) | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI, Line 11B: | FormAndLineReferenceDesc |
| Explanation | The Plan's CPA prepares the form 990 which is reviewed by the third party administrator and presented to the Board chairman and co-chairman to review and approve prior to being filed. The full board can request copies of the completed form 990. Part VI, Line 12c: The trustees participate in regular board of trustee meetings and are required to report to the board any conflicts of interest that arise. Part VI, Line 15b: The full board periodically reviews and approves the compensation for paid trustees. Part VI, Line 19: The Plan's governing documents, conflict of interest policy and financial statements are available to participants upon request. Annually, the Plan files a form 5500 annual return/report of Employee Benefit Plan with the Department of Labor. The form 5500 is available on the DOL's website. PART VII, Section A: Reportable compensation and estimated amounts of other compensation from the related organizations for Olga Miranda, Mark Sharwood, Denise Solis and David Huerta represent amounts that were reported on the 2018 form LM-2. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| ALAMEDA COUNTY FAIRGROUND |
| AMERICAN CONSERVATORY |
| BUILDING SKILLS PARTNERSHIP |
| CHAPEL OF THE CHIMES |
| ETERNAL HOME CEMETERY |
| GATEVIEW HOMEOWNERS |
| GREEK ORTHODOX MEMORIAL |
| HOME OF ETERNITY CEMETERY |
| HILLS OF ETERNITY |
| IBEW LOCAL 332 |
| LONE TREE CEMETERY |
| MILLS COLLEGE |
| MOUNTAIN VIEW CEMETERY |
| ROMAN CATHOLIC CEMETERY |
| SANTA CLARA CTY FAIR |
| SEIU - USWW |
| SEIU LOCAL 2007 |
| SKYLAWN MEMORIAL PARK |
| STONEMOR OLIVET MEMO |
| SUNSET VIEW CEMETERY |
| TRACY PUBLIC CEMETERY |
| SEIU LOCAL 265 - NBU |
| SEIU LOCAL 87 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| BREKKE VENTURES LLC |
| CLEAN-A-RAMA MAINTENANCE SERVICES |
| CONCAR INDUSTRIES LLC |
| ENVIRONMENTAL SERVICES CONCEPTS |
| G2 SECURE STAFF LLC |
| INNOVATIVE FACILITY SERVICES |
| LEWIS & TAYLOR LLC |
| NORTHPOINT INVESTORS |
| OCEAN COLONY PARTNER |
| SACRAMENTO CENTRAL LABOR COUNCIL |
| SILVERADO RESORT & SPA |
| UBM JANITORIAL |
| WATCH AND WAGER LLC |
| FACILITY CLEANING INTERNATIONAL |
| UG2 LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (86 entries)
| A & A MAINTENANCE |
| ABLE BUILDING MAINTENANCE |
| ABM JANITORIAL SERVICES |
| ABSOLUTE JANITORIAL |
| ACME BUILDING MAINTENANCE |
| AKIMA LOGISTICS SERVICES |
| ALLAN INDUSTRIES |
| ALTA MESA IMPROVEMENT |
| AMERICAN BUILDING SERVICES |
| AMERICAN EMPIRE |
| BIMBO BAKERS USA |
| BRILLIANT GENERAL MAINTENANCE |
| CW BUILDING MAINTENANCE |
| CALIFORNIA BUILDING MAINTENANCE |
| CHEMICAL EXHAUST FIRE & PROTECTION CO |
| COMPASS GROUP |
| CUSTOMIZED PERFORMANCE INC |
| DAVE'S BUILDING MAINTENANCE |
| DIVERSIFIED MAINTENANCE |
| EAST LAWN INC |
| ELITE WINDOW CLEANING INC |
| FLAGSHIP FACILITY SERVICES |
| FRANKLIN BUILDING MAINTENANCE |
| GCA SERVICES GROUP |
| GENESIS BUILDING SERVICES INC |
| GLASSTECH WINDOW CLEAN |
| GREEN HILLS COUNTRY CLUB |
| THE HEARST BUILDING |
| ISS FACILITY SERVICE INC |
| ITALIAN CEMETERY INC |
| KING JANITORIAL EQUIP SVCS |
| LAKE MERCED GOLF CLUB |
| LITTLE GIANT BUILDING MAINTENANCE INC |
| MAINTENANCE COOP TRUST |
| MANN'S JEWELERS |
| MERCHANTS BLDG MAINT |
| METRO MAINTENANCE INC |
| METRO SERVICES GROUP |
| NATIONAL COMPLIANCE SERVICE |
| NATIONWIDE JANITORIAL SERVICES INC |
| OAKLAND ATHLETICS |
| OLYMPIC CLUB |
| ONE SOURCE |
| PACIFIC MAINTENANCE |
| PACIFIC RACING ASSOC |
| PLATINUM SVCS BLDG MAINTENANCE |
| POWER CLEAN ENTERPRISES INC |
| PREFERRED SERVICES BLDG MAINTENANCE |
| PREMIER FLOOR CARE |
| PRIDE INDUSTRIES |
| PRITCHARD SPORTS & ENTERTAINMENT GROUP |
| REYNOLDS CLEANING SERVICE |
| SAN FRANCISCO GIANTS |
| SAN JOSE ARENA MANAGEMENT |
| SBM MGMT |
| SERVICE BY MEDALLION |
| SODEXO |
| SP PLUS CORPORATION |
| SPENCER BUILDING MAINTENANCE |
| STAFF PRO INC |
| THE JOCKEY CLUB |
| TONY FRAGA BLDG SERV |
| TOWNSHIP BUILDING MAINTENANCE |
| UNITED BUILDING MAINTENANCE INC |
| UNIVERSAL BUILDING SERVICES |
| US METRO GROUP INC |
| VARSITY CONTRACTORS |
| WATERGATE COMMUNITY ASSOCIATION |
| WESTLAKE VILLAGE APARTMENTS |
| IMPEC GROUP INC |
| CAPITAL BUILDING MAIntEnance |
| CARITAS MANAGEMENT CORP |
| G4S SECURE SOLUTIONS INC |
| PROTECH SECURITY SERVICES INC |
| SECURITAS SECURITY INC |
| ALLIED UNIVERSAL JANITORIAL |
| CALIFORNIA GOLF CLUB |
| EXEMPLAR ENTERPRISES |
| SAN FRANCISCO GOLF CLUB |
| TMG FACILITIES MANAGEMENT |
| UNIVERSAL PROTECTION |
| ACME |
| C&W SERVICES |
| GCA |
| MERCHANTS EXCHANGE BUILDING |
| PACIFIC RACING GOLDEN GATE FIELDS SECURI |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |