PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND: Form 990, tax year 2015
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- Organization
- PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND (EIN 94-6082955)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201643169349302644
- Schema version
- 2015v2.1
- 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 | 2016-11-11T13:14:01-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300702322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMMING MORSE INC CPA'S AND CONSULTANT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 600 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946082955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIPE TRADES DISTRICT COUNCIL #36 HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | AND WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIPE | BusinessNameControlTxt |
| Phone | 9252089999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY NO 200 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9252089999 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01781096 | PTIN |
| Phone | 4158364000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY NO 200 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,283,299 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,079,829 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,813,151 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,716 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,809 | CYInvestmentIncomeAmt |
| PY Other Revenue | $204,180 | PYOtherRevenueAmt |
| CY Other Revenue | $470,679 | CYOtherRevenueAmt |
| PY Total Revenue | $16,337,725 | PYTotalRevenueAmt |
| CY Total Revenue | $20,290,639 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $15,580,171 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,076,525 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,149 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,368,112 | PYOtherExpensesAmt |
| CY Other Expenses | $1,279,357 | CYOtherExpensesAmt |
| PY Total Expenses | $17,006,395 | PYTotalExpensesAmt |
| CY Total Expenses | $15,414,031 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$668,670 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,876,608 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,471,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,533,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,901,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,050,138 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,569,420 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,483,628 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252089999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY SUITE 200 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ANDREW BOOTH | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| LONNIE PETTY | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| BLUE WILSON | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| DANNY WRIGHT | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| BILL TAYLOR | |||||
| CO-CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT STRAWBRIDGE | |||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 |
| MARK MULLINER | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| STEVE MACARTHUR | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| DUSTIN SACCONE | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS ADMINISTRATORS | |||||
| 7180 KOLL CENTER PKWY SUITE 200 | PLEASANTON | CA | 94566 | CONTRACT ADMINISTRATOR | $435,725 |
| BLUE CROSS OF CALIFORNIA | |||||
| PO BOX 70000 | VAN NUYS | CA | 914701000 | CLAIMS ADMINISTRATOR | $175,744 |
| KAUFMANN AND GOBLE | |||||
| 160 WEST SANTA CLARA STREET SUITE | SAN JOSE | CA | 95113 | CONSULTANT | $130,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTION | 900099 | $17,379,434 | $17,379,434 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $2,433,717 | $2,433,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,813,151 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,088 | TotalRevenueColumnAmt |
| Exclusion | $87,088 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,912,381 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,992,660 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$80,279 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$80,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$80,279 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE PART D REIMBURSEMENT | 900099 | $461,801 | $461,801 |
| LIQUIDATED DAMAGES | 900099 | $8,863 | $8,863 |
| MISCELLANEOUS INCOME | 900099 | $15 | $15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $470,679 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,290,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,203,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $87,088 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,076,525 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,149 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,397 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,879 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,575 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,511 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,971 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,164 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MED CONSULT/ADMIN | $336,856 |
| CONSULTANT | $130,895 |
| ACA TRANSITIONAL REINSU | $60,210 |
| REIMBURSEMENT TO OTHER | $45,858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,041 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,414,031 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,742 | BOYAmt |
| EOY | $1,623,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,657,350 | BOYAmt |
| EOY | $6,996,828 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,284,707 | BOYAmt |
| EOY | $1,853,021 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,991 | BOYAmt |
| EOY | $15,865 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500,614 | BOYAmt |
| EOY | $7,404,205 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,008 | BOYAmt |
| EOY | $4,640,754 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,471,412 | BOYAmt |
| EOY | $22,533,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,087 | BOYAmt |
| EOY | $156,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,712,905 | BOYAmt |
| EOY | $7,894,085 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,901,992 | BOYAmt |
| EOY | $8,050,138 | 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 | $9,569,420 | BOYAmt |
| EOY | $14,483,628 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,569,420 | BOYAmt |
| EOY | $14,483,628 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,471,412 | BOYAmt |
| EOY | $22,533,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,876,608 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,600 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $22,748 |
| OTHER RECEIVABLES | $117,110 |
| DUE FROM OTHER TRUSTS | $4,500,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,640,754 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFIT OBLIGATIONS | $7,733,150 |
| RECIPROCITY PAYABLE | $142,033 |
| DUE TO OTHER TRUSTS | $18,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,894,085 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,328,239 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,600 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $37,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,290,639 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,290,639 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,414,031 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,414,031 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,414,031 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO DECEMBER 31, 2012. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LARRY BOOTH IS FATHER OF ANDREW BOOTH. RONNIE PETTY IS FATHER OF CHAD PETTY. ALL ARE TRUSTEES FOR THE PLAN. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR. |
| FORM 990, PART VI, SECTION B, LINE 11 | CHAIR AND CO-CHAIR REVIEW THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO ALL PLAN PARTICIPANTS. |
| FORM 990, PART XI, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. |
| FORM 990, PART XI, LINE 5, CHANGES IN NET ASSETS: | NET UNREALIZED GAIN ON INVESTMENTS: 37,600 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PIPE TRADES DISTRICT COUNCIL #36 LABOR MANAGEMENT COMMITTEE | |||||||||
| 7180 KOLL CENTER PARKWAY SUITE 200 | PLEASANTON | CA | 94566 | 776062055 | TO FACILITATE COMMUNICATION AND ORGANIZATIONAL EFFECTIVENESS | CA | 501(C)(5) | N/A | 0 |
| PIPE TRADES DISTRICT COUNCIL #36 APPRENTICE TRAINING FUND | |||||||||
| 7180 KOLL CENTER PARKWAY SUITE 200 | PLEASANTON | CA | 94566 | 922339560 | TO PROVIDE CONTINUED TRAINING TO MEMBERS OF THE PARTICIPANTS UNION LOCALS | CA | 501(C)(5) | N/A | 0 |
| PIPE TRADES DISTRICT COUNCIL #36 HIRING HALL ADMINISTRATION FUND | |||||||||
| 7180 KOLL CENTER PARKWAY SUITE 200 | PLEASANTON | CA | 94566 | 942822741 | TO PROVIDE FUNDING FOR THE OPERATION OF THE JOINT HIRING HALLS | CA | 501(C)(5) | N/A | 0 |
| PIPE TRADES DISTRICT COUNCIL #36 PENSION TRUST FUND | |||||||||
| 7180 KOLL CENTER PARKWAY SUITE 200 | PLEASANTON | CA | 94566 | 946082956 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBA | CA | 401A | N/A | 0 |
| PIPE TRADES DISTRICT COUNCIL #36 DEFINED CONTRIBUTION PLAN | |||||||||
| 7180 KOLL CENTER PARKWAY SUITE 200 | PLEASANTON | CA | 94566 | 946082956 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBA | CA | 401A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART IV, LINE 34 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTIONS EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. ACCO ENGINEERED SYSTEMS ADVANCED PNEUMATIC TUBES INC AIRCO MECHANICAL INC ALL PHASE MECHANICAL, INC AMS HEATING, INC. APCCO ARB INC AVENAL CALIFORNIA STATE PRISON BABCOCK & WILCOX CONSTR CO BALOIAN PACKING CO BEDARD CONTROLS INC BONESO BROS CONST INC BONESO BROS CONSTRUCTION BROWN SHEET METAL & MECH INC CARRIER CORPORATION (COMM AIR) CASTRO PLUMBING SERV INC CASTRO PLUMBING SERVICES, INC CENTRAL CA WMN'S FCLTY CHAMPION INDUSTRIAL CIARI PLUMBING & HEATING CLIMATE CONTROL, INC COMFORT AIR COMMERCIAL REFRIGERATION SPEC CONTRA COSTA ELECTRIC CORCORAN ST PRISON CRITCHFIELD MECHANICAL CULINARY STAINLESS FABRICATORS DANICK MECHANICAL DANICK MECHANICAL / NB DEHART PLUMBING,HEATING & AIR DELLA MORA PLUMBING DEPT OF CORR (DVI) STATE OF CA DEPT OF CORR/CAPITAL OUTLAY DEPT OF CORRECTIONS & REHAB DEUEL VOCATIONAL DINELLI PLUMBING DOTY BROS EAGLE LAKE PLUMBING EMCOR ARCH SER (ARC COMFRT SY) EMCOR SERV/MESA ENERGY SERV ENVIRONMENTAL SYSTEMS EXPERT MECHANICAL CONTRACTORS EXPERT MECHANICAL CONTR. (NB) FM BOOTH/VALLEY SHT MTL FRESNO AREA JAC FRESNO AREA JATC - OFFICE (NB) G&C/ APS GARZA PLUMBING GEORGE WILSON GEVEDEN INDUSTRIAL H 3 CONSTRUCTION SERVICES INC HIGH DESERT STATE PRISON HPS MECHANICAL, INC IES INDOOR ENVIRONMENTAL SERVICES INTECH MECHANICAL J HART PLUMBING JOHNSON CONTROLS (CAL-AIR,246) JOHNSON CONTROLS JOHNSON PLUMBING INDUSTRIAL JW MCCLENAHAN CO KEY MECHANICAL CO OF WASH KEY REFRIGERATION KINETICS MECHANICAL SERVICE L&H AIRCO LAWSON MECHANICAL LILJA CORPORATION LOCAL 228 JATC LOCAL 228 PLUMBERS LOCAL 228 PLUMBERS (NB) LOCAL 246 OFFICE STAFF (NB) LOCAL 246 PLUMBERS LOCAL 442 JATC LOCAL 442 PLBRS STMFTRS LOCAL 62 PLUMBERS LYLES MECHANICAL LYLES MECHANICAL CO LYLES UTILITY CONSTRUCTION MARSH INDUST REFRG (NB) MARSH INDUSTRIAL REFRIGERATION MAX HAYES PLUMBING MONTEREY MECHANICAL MURRAY COMPANY N V HEATHORN COMPANY NEW ENGLAND SHEETMETAL NICRO INCORPORATED O C G PLUMBING O C MCDONALD CO INC OVERMIER COMPANY PACIFIC RIM PLUMBING PATTON SHEET METAL PERFORMANCE MECHANICAL INC PERFORMANCE MECHANICAL, INC. PERFORMANCE MECH/PAYROLL PINASCO PLUMBING & HEATING INC PLEASANT VALLEY STATE PRISION PREMIER MUSHROOMS PT DC 36 ORGANIZERS PT DISTRICT COUNCIL 36 RAM MECHANICAL INC REFRIGERATION SOLUTIONS INC RHP S E PIPE LINE CONSTRUCTION CO SAHARGUN PLUMBING SEABOURN INDUSTRIAL SERVI TECH CONTROLS SERVI-TECH CONTROL SIERRA REFRIGERATION SIERRA REFRIGERATION (NB) SMS INDUSTRIAL INC SNELSON COMPANIES, INC. SOLEDAD/SALINAS VLY ST PRISON SPECIAL SVCS CONTRACTORS STRATEGIC MECHANICAL, INC STRATEGIC MECHANICAL INC SUMMIT PLUMBING & MECHANICAL SYMMETRIC DESIGN PLUMBING INC TCB INDUSTRIAL THE SAUER GROUP THERMA TNT INDUSTRIAL CONTRACTORS TRANSLOGIC CORP TRICON CONSTRUCTION, INC. UNDERGROUND CONSTRUCTION CO UNITED MECHANICAL, INC VAL'S PLUMBING VALLEY INDUSTRIAL PIPING VALLEY INDUSTRIAL PIPING (NB) VALTECH ENGINEERING VERTEX MECHANICAL INC. WAGNER MECHANICAL WAGNER MECHANICAL (NB) ZAPCON | ExplanationTxt |