Civic Intelligence

Pepsi-Cola Bottlers Life Health

EIN 13-6131902 • 501(c)9 • Annapolis, MD

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Profile

To obtain and provide group life, health, and accident insurance for participating bottlers as well as other benefits as permitted under setion 501(c) (9) of the internal revenue code.

1910 Towne Centre Blvd Suite 250Annapolis, MD 21401

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-13566%

Higher net margin than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

133%

Faster revenue growth than 95% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $133,377 (-100%) from 2022

Liabilities

Down

$0

Down $6,129 (-100%) from 2022

Net Assets

Down

$0

Down $127,248 (-100%) from 2022

Operations
Liabilities / Revenue80th percentileNet Margin11th percentile

Revenue

Up

$938

Up $535 (+133%) from 2022

Expenses

Up

$128,186

Up $116,959 (+1042%) from 2022

Net Income

Down

-$127,248

Down $116,424 (-1076%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $478,016Liabilities 2010: $0Net Assets 2010: $478,0162010Assets 2011: $503,611Liabilities 2011: $8,352Net Assets 2011: $495,2592011Assets 2012: $496,418Liabilities 2012: $17,509Net Assets 2012: $478,9092012Assets 2013: $424,640Liabilities 2013: $0Net Assets 2013: $424,6402013Assets 2014: $421,461Liabilities 2014: $3,798Net Assets 2014: $417,6632014Assets 2015: $411,623Liabilities 2015: $0Net Assets 2015: $411,6232015Assets 2016: $318,359Liabilities 2016: $5,473Net Assets 2016: $312,8862016Assets 2017: $274,298Liabilities 2017: $0Net Assets 2017: $274,2982017Assets 2018: $233,410Liabilities 2018: $18Net Assets 2018: $233,3922018Assets 2019: $208,927Liabilities 2019: $16,129Net Assets 2019: $192,7982019Assets 2020: $176,379Liabilities 2020: $16,129Net Assets 2020: $160,2502020Assets 2021: $154,590Liabilities 2021: $16,129Net Assets 2021: $138,4612021Assets 2022: $133,377Liabilities 2022: $6,129Net Assets 2022: $127,2482022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $54,4882010Expenses 2011: $13,9632011Revenue 2012: $19,499Expenses 2012: $32,525Net Income 2012: -$13,0262012Revenue 2013: $15,693Expenses 2013: $49,021Net Income 2013: -$33,3282013Revenue 2014: $12,919Expenses 2014: $19,409Net Income 2014: -$6,4902014Revenue 2015: $9,816Expenses 2015: $7,768Net Income 2015: $2,0482015Revenue 2016: $9,791Expenses 2016: $104,873Net Income 2016: -$95,0822016Revenue 2017: $9,545Expenses 2017: $42,390Net Income 2017: -$32,8452017Revenue 2018: $6,669Expenses 2018: $47,575Net Income 2018: -$40,9062018Revenue 2019: $6,458Expenses 2019: $40,089Net Income 2019: -$33,6312019Revenue 2020: $4,103Expenses 2020: $35,629Net Income 2020: -$31,5262020Revenue 2021: $477Expenses 2021: $21,518Net Income 2021: -$21,0412021Revenue 2022: $403Expenses 2022: $11,227Net Income 2022: -$10,8242022Revenue 2023: $938Expenses 2023: $128,186Net Income 2023: -$127,2482023

Highlighted filing

2023

Revenue$938
Expenses$128,186
Net Income-$127,248
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$938
Expenses
$128,186
Net income
-$127,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.28$1.27
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.06$1.27$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.16$1.38$0.00$0.22$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.16$1.60$0.04$0.36$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.16$1.93$0.06$0.40$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.48$0.41
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.10$0.42$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.05$3.13$0.10$1.05$0.95
2015Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.21$0.04$4.18$0.13$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.16$0.49$0.33
2012Summary only. Only limited summary data is available for this year.$4.96$0.18$4.79$0.19$0.33$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.08$4.95$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.00$4.78$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 11, 2024
Return Version
2023v5.0
Gross Receipts
$938
Mission and Program Overview

Mission

To obtain and provide group life, health, and accident insurance for participating bottlers, as well as other benefits as permitted under section 501(c)(9) of the internal revenue code.

To obtain and provide group life, health, and accident insurance for participating bottlers as well as other benefits as permitted under setion 501(c) (9) of the internal revenue code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$88,526$0▼ $88,526
Cash and Non-Interest-Bearing Accounts$18,837$0▼ $18,837
Loans From Officers Directors$6,129--
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$133,377$0▼ $133,377
Other Assets Total$26,014$0▼ $26,014
Liabilities
Total Liabilities$6,129$0▼ $6,129
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$127,248$0▼ $127,248
Total Net Assets Fund Balance$127,248$0▼ $127,248
Total Liabilities and Net Assets / Fund Balance$133,377$0▼ $133,377
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Reginald GoinsChairman
Gary AllansonPresident
Brian CharneskiVice Chair
Andy MooreTrustee
Buddy LewisTrustee
Derek HillTrustee
Fritz TruaxTrustee
Jim AngersTrustee
John FaloonTrustee
John TorgersonTrustee
Mark AventTrustee
Mathew DentTrustee
Mike BartelTrustee
Miles MingesTrustee
Pat WeinsteinTrustee
Paul EilermanTrustee
Tr GrossTrustee
David DohertySecretary
Bill BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$938
Other Revenue
$0
Change in Net Assets
$-127,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,186
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$126,436
Fees for Services Accounting---$1,750
Total Functional Expenses$0$0$0$128,186
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$6,129--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president initially reviews the form 990. A copy of the fom 990 is then provided to the board of trustees for review and approval prior to submission with the irs.”

Form 990, Part VI, Section B, Line 12C

“Pepsi-cola bottlers' life, health, accident and other benefits fund ("the fund") is a controlled entity of policy of pepsi-cola bottlers' association, inc. The fund is covered under pepsi-cola bottlers' association, inc.'s conflict of interest policy. All members of the board of trustees are required to complete and submit conflict of interest forms annually.”

Form 990, Part VI, Section B, Line 15A

“Compensation is paid and reported by pepsi-cola bottlers' association, inc. (ein 13-1947093). A portion of those wages are allocable to pepsi-cola bottlers' life, health, accident and other benefits fund. Compensation is established by using independent compensation consultants, compensation studies, and approval by the board.”

Form 990, Part VI, Section C, Line 19

“The governing documents, confict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pepsi-cola Bottlers Life Health
EIN
13-6131902
Phone
4436030280
Address
1910 TOWNE CENTRE BLVD SUITE 250, ANNAPOLIS, MD 21401

Signing Officer

Name
Gary Allanson
Title
President
Phone
4436030280
Signed
2024-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Allanson
Formed
1977
Legal Domicile
Az
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Novotny Larash Venters & Wolf LLC
Address
608 MELVIN AVE STE 101, ANNAPOLIS, MD 21401
Preparer
William W Larash Jr CPA
Phone
4102686154
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0938
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0938
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0938
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt088526
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt06129
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OBTAIN AND PROVIDE GROUP LIFE, HEALTH, AND ACCIDENT INSURANCE FOR PARTICIPATING BOTTLERS AS WELL AS OTHER BENEFITS AS PERMITTED UNDER SETION 501(C) (9) OF THE INTERNAL REVENUE CODE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0127248
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0127248
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026014
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DONATION
IRS990/OtherExpensesGrp/TotalAmt0126436
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GARY ALLANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0403
IRS990/PYOtherExpensesAmt01750
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-10824
IRS990/PYSalariesCompEmpBnftPaidAmt09477
IRS990/PYTotalExpensesAmt011227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0403
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-127248
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION. COMPENSATION IS PAID AND REPORTED BY PEPSI-COLA BOTTLERS' ASSOCIATION, INC. (EIN 13-1947093). A PORTION OF THOSE WAGES ARE ALLOCABLE TO PEPSI-COLA BOTTLERS' LIFE, HEALTH, ACCIDENT AND OTHER BENEFTIS FUND. COMPENSATION IS ESTABLISHED USING INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION STUDIES, AND APPROVAL BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0PEPSI-COLA BOTTLERS' ASSOCIATION INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SUPPORT FOR EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt016129
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SUPPORTING ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0THE ASSOCIATION HAS DONATED IT'S REMAING FUNDS OF $126,436.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0PEPSI-COLA BOTTLERS' ASSOCIATION INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-04-03
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0131947093
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0126436
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C) 6
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE AND INVESTMENT VALUE.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01910 TOWNE CENTRE BLVD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ANNAPOLIS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd021401
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT INITIALLY REVIEWS THE FORM 990. A COPY OF THE FOM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PEPSI-COLA BOTTLERS' LIFE, HEALTH, ACCIDENT AND OTHER BENEFITS FUND ("THE FUND") IS A CONTROLLED ENTITY OF POLICY OF PEPSI-COLA BOTTLERS' ASSOCIATION, INC. THE FUND IS COVERED UNDER PEPSI-COLA BOTTLERS' ASSOCIATION, INC.'S CONFLICT OF INTEREST POLICY. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO COMPLETE AND SUBMIT CONFLICT OF INTEREST FORMS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS PAID AND REPORTED BY PEPSI-COLA BOTTLERS' ASSOCIATION, INC. (EIN 13-1947093). A PORTION OF THOSE WAGES ARE ALLOCABLE TO PEPSI-COLA BOTTLERS' LIFE, HEALTH, ACCIDENT AND OTHER BENEFITS FUND. COMPENSATION IS ESTABLISHED BY USING INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION STUDIES, AND APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PEPSI-COLA BOTTLERS' ASSOCIATION IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131947093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01910 TOWNE CENTRE BLVD STE 250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANNAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0133377
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0133377
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00

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