SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND (EIN 95-1867598)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-04
- IRS object ID
- 201113089349301711
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-11-04T13:05:47-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD KOTKIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 SOUTH FREMONT AVENUE SUITE 802 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900711706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951867598 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA PIPE TRADES | BusinessNameLine1 |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2133856161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SHATTO PLACE 5TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90020 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DON CHASE | Name |
| Title | TRUSTEE | Title |
| Phone | 2133856161 | Phone |
| Date Signed | 2011-11-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138929090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DON CHASE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SHATTO PLACE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57250312 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE VARIOUS MEDICAL BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 60508354 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 54243768 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1911319 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1631409 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25862 | OtherRevenuePriorYear |
| Other Revenue Current Year | 33157 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 62445535 | TotalRevenuePriorYear |
| Total Revenue Current Year | 55908334 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 45150243 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 47281140 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18477 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6148945 | OtherExpensePriorYear |
| Other Expenses Current Year | 6210006 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51317665 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53491146 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11127870 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2417188 | RevenuesLessExpensesCY |
| Total Assets BOY | 133591493 | TotalAssetsBOY |
| Total Assets EOY | 132748349 | TotalAssetsEOY |
| Total Liabilities BOY | 32924453 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28267659 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 100667040 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 104480690 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE ACTIVE AND RETIRED MEMBERS OF THE SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 52313273 | Expense |
| Description | TO PROVIDE BENEFIT PAYMENTS FOR MEDICAL, HOSPITALIZATION, DENTAL, DISABILITY AND ACCIDENTAL AND DEATH BENEFITS TO APPROXIMATELY 8,000 ACTIVE AND RETIRED PARTICIPANTS AND THEIR BENEFICIARIES IN COMPLIANCE WITH THE TRUST AGREEMENT. | Description |
| Total Program Service Expense | 52313273 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6008 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL BRICK CHIEF FINANCIAL OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2133856161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SHATTO PLACE 5TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| KEN JENKINS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| MILTON GOODMAN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| RODNEY COBOS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| MARK FOREMAN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| DON GIARRATANO | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| TIMOTHY HEALY | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| WALT FRENCH | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| GARY L COOK | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| STEVE SHIRLEY | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| WALTER SCOTT BAKER | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| BRYAN SUTTLES | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| SID STOLPER | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| JOHN ODOM | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| DON CHASE | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| RICHARD SAWHILL | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| ROBERT FELIX | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| GLEN NOLTE | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| GEORGE VASQUEZ | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| VINCENT DIAZ | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| RAY LEVANGIE | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| RICHARD EDWARDS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| CHIP MARTIN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| MIKE ROCK | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| KIRK CROSSWHITE | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| RUBEN MAGANA | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CEDARS-SINAI MEDICAL CENTER | |||||
| PO BOX 12480 | LOS ANGELES | CA | 90051 | MEDICAL SERVICES | 2118079 |
| GROSSMONT HOSPITAL | |||||
| FILE 55484 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | 1237038 |
| CITY OF HOPE NATIONAL MEDICAL | |||||
| PO BOX 30219 | LOS ANGELES | CA | 90030 | MEDICAL SERVICES | 981588 |
| SCRIPPS MEMORIAL HOSPITAL | |||||
| FILE 50354 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | 886236 |
| ST JUDE MEDICAL CENTER | |||||
| DEPT LA 21028 | PASADENA | CA | 91185 | MEDICAL SERVICES | 855099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 47428817 | 47428817 |
| SELF-PAY CONTRIBUTIONS | 900099 | 6814951 | 6814951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 54243768 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1607962 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1607962 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1365425 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1341978 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23447 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23447 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23447 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 33157 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33157 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 33157 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55908334 | TotalRevenueColumn |
| Related Or Exempt Function Income | 55908334 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47281140 | Total |
| Program Services | 47281140 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5005378 | Total |
| Program Services | 5005378 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271269 | Total |
| Management And General | 271269 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96019 | Total |
| Management And General | 96019 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272373 | Total |
| Management And General | 272373 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162065 | Total |
| Program Services | 26755 | ProgramServices |
| Management And General | 135310 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150465 | Total |
| Management And General | 150465 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148539 | Total |
| Management And General | 148539 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25702 | Total |
| Management And General | 25702 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSIDE SERVICES | Description |
| Total | 78196 | Total |
| Management And General | 78196 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53491146 | Total |
| Program Services | 52313273 | ProgramServices |
| Management And General | 1177873 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2069754 | BOY |
| EOY | 853002 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27274994 | BOY |
| EOY | 9024748 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6649825 | BOY |
| EOY | 7458122 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6930 | BOY |
| EOY | 8616 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38952760 | BOY |
| EOY | 55020857 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58637230 | BOY |
| EOY | 60383004 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133591493 | BOY |
| EOY | 132748349 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1513453 | BOY |
| EOY | 1558659 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31411000 | BOY |
| EOY | 26709000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32924453 | BOY |
| EOY | 28267659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100667040 | BOY |
| EOY | 104480690 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100667040 | BOY |
| EOY | 104480690 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133591493 | BOY |
| EOY | 132748349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2417188 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1396462 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION | 1575000 | C |
| COMMINGLED FUND | 31132271 | F |
| LIMITED PARTNERSHIP | 27675733 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 60383004 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| HEALTH CLAIMS PAYABLE | $1,277,000 |
| ESTIMATED HEALTH CLAIMS INCURRED BUT NOT REPORTED | $6,067,000 |
| ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS ACCUMULATED ELIGIBILITY | $19,214,000 |
| ESTIMATED PRESCRIPTION BENEFITS PAYABLE | $107,000 |
| ESTIMATED FUTURE DEATH BENEFITS | $44,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26709000 | TotalOfAmounts |
| Total Revenue | 55908334 | TotalRevenue |
| Total Expenses | 53491146 | TotalExpenses |
| Excess Or Deficit For Year | 2417188 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1396462 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1396462 | TotalAdjustments |
| Excess Or Deficit Per FS | 3813650 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 57032423 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1396462 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1396462 | RevenueNotRptdF990 |
| Revenue Subtotal | 55635961 | RevenueSubtotal |
| Investment Expenses Not Included | 272373 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 272373 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 55908334 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 57920773 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 31411000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 31411000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26509773 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 272373 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 26709000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 26981373 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53491146 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS-DECEMBER 31, 2009 |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS-DECEMBER 31, 2010 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION'S MANAGEMENT DUTIES, INCLUDING ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS, ARE DONE BY SCPT ADMINISTRATIVE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, ADMINISTRATOR AND CFO, WITH ASSISTANCE FROM THE FUND'S AUDITOR. ALSO, A COPY IS PROVIDED TO THE CHAIRMAN AND CO-CHAIRMAN. | |
| THE BOARD OF TRUSTEES ARE FIDUCIARIES WHO ARE OBLIGATED TO COMPLY WITH THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), A MANDATORY AND DETAILED STATUTORY, REGULATORY AND FEDERAL COMMON LAW ADDRESSING THEIR DUTY AS FIDUCIARIES TO IDENTIFY, AVOID AND DISCLOSE CONFLICTS OF INTEREST, AS WELL AS PROHIBITED TRANSACTIONS. AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THEIR RETENTION AND DEALINGS WITH SERVICE PROVIDERS AND AS OTHER CIRCUMSTANCES WARRANT. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN AN UNAVOIDABLE CONFLICT EXISTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION 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 UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,396,462. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE | THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUND | |||||||||
| 501 SHATTO PLACE | LOS ANGELES | CA | 90020 | 516108443 | DISTRIBUTION OF RETIREMENT BENEFITS | CA | 401(A) | NONE | 0 |
| SOUTHERN CALIFORNIA PIPE TRADES VACATION & HOLIDAY FUND | |||||||||
| 501 SHATTO PLACE | LOS ANGELES | CA | 90020 | 956097354 | DISTRIBUTION OF VACATION BENEFITS | CA | 501(C)(9) | NONE | 0 |
| SOUTHERN CALIFORNIA PIPE TRADES CHRISTMAS BONUS FUND | |||||||||
| 501 SHATTO PLACE | LOS ANGELES | CA | 90020 | 954349805 | DISTRIBUTION OF ADDITIONAL RETIREMENT BENEFITS | CA | 501(C)(9) | NONE | 0 |
| SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION FUND | |||||||||
| 501 SHATTO PLACE | LOS ANGELES | CA | 90020 | 954388338 | DISTRIBUTION OF RETIREMENT BENEFITS | CA | 401(A) | NONE | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SHATTO PLACE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954557526 | EIN |
| Primary Activity | PROVIDES ADMINISTRATIVE FUNCTIONS | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |