Civic Intelligence

Public Employees Benefit Trust of California

EIN 20-6383829 • 501(c)9 • Pasadena, CA

Profile

To provide health and welfare benefits to eligbile participants.

200 S Los Robles Ave Ste 320Pasadena, CA 91101

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

43rd percentile

1.7%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

96th percentile

51%

Faster asset growth than 96% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

8.7%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$588,223

Up $199,584 (+51%) from 2023

Liabilities

Up

$23,568

Up $1,498 (+6.8%) from 2023

Net Assets

Up

$564,655

Up $198,086 (+54%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin43rd percentile

Revenue

Up

$11,872,497

Up $948,339 (+8.7%) from 2023

Expenses

Up

$11,674,411

Up $910,718 (+8.5%) from 2023

Net Income

Up

$198,086

Up $37,621 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $959,136Liabilities 2010: $646,623Net Assets 2010: $312,5132010Assets 2011: $332,179Liabilities 2011: $38,005Net Assets 2011: $294,1742011Assets 2012: $824,586Liabilities 2012: $539,552Net Assets 2012: $285,0342012Assets 2013: $1,037,634Liabilities 2013: $855,612Net Assets 2013: $182,0222013Assets 2014: $235,373Liabilities 2014: $135,007Net Assets 2014: $100,3662014Assets 2015: $958,079Liabilities 2015: $903,127Net Assets 2015: $54,9522015Assets 2016: $1,212,194Liabilities 2016: $846,797Net Assets 2016: $365,3972016Assets 2017: $880,781Liabilities 2017: $848,741Net Assets 2017: $32,0402017Assets 2018: $66,943Liabilities 2018: $68,909Net Assets 2018: -$1,9662018Assets 2019: $926,165Liabilities 2019: $936,539Net Assets 2019: -$10,3742019Assets 2020: $62,521Liabilities 2020: $54,627Net Assets 2020: $7,8942020Assets 2021: $33,411Liabilities 2021: $28,906Net Assets 2021: $4,5052021Assets 2022: $230,514Liabilities 2022: $24,410Net Assets 2022: $206,1042022Assets 2023: $388,639Liabilities 2023: $22,070Net Assets 2023: $366,5692023Assets 2024: $588,223Liabilities 2024: $23,568Net Assets 2024: $564,6552024

Highlighted filing

2024

Assets$588,223
Liabilities$23,568
Net Assets$564,655
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $9,289,273Expenses 2010: $9,291,897Net Income 2010: -$2,6242010Revenue 2011: $10,011,020Expenses 2011: $10,029,359Net Income 2011: -$18,3392011Revenue 2012: $11,019,588Expenses 2012: $11,028,728Net Income 2012: -$9,1402012Revenue 2013: $11,065,667Expenses 2013: $11,168,679Net Income 2013: -$103,0122013Revenue 2014: $10,703,569Expenses 2014: $10,785,225Net Income 2014: -$81,6562014Revenue 2015: $10,245,683Expenses 2015: $10,291,097Net Income 2015: -$45,4142015Revenue 2016: $10,563,851Expenses 2016: $10,253,406Net Income 2016: $310,4452016Revenue 2017: $10,365,710Expenses 2017: $10,699,067Net Income 2017: -$333,3572017Revenue 2018: $11,527,260Expenses 2018: $11,561,266Net Income 2018: -$34,0062018Revenue 2019: $11,350,893Expenses 2019: $11,359,301Net Income 2019: -$8,4082019Revenue 2020: $11,228,664Expenses 2020: $11,210,396Net Income 2020: $18,2682020Revenue 2021: $11,074,985Expenses 2021: $11,078,374Net Income 2021: -$3,3892021Revenue 2022: $10,528,774Expenses 2022: $10,327,175Net Income 2022: $201,5992022Revenue 2023: $10,924,158Expenses 2023: $10,763,693Net Income 2023: $160,4652023Revenue 2024: $11,872,497Expenses 2024: $11,674,411Net Income 2024: $198,0862024

Highlighted filing

2024

Revenue$11,872,497
Expenses$11,674,411
Net Income$198,086
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$588,223
Liabilities
$23,568
Net assets
$564,655
Revenue
$11,872,497
Expenses
$11,674,411
Net income
$198,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.56$11.9$11.7$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$10.9$10.8$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.21$10.5$10.3$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$11.1$11.1$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.05$0.01$11.2$11.2$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.94$0.01$11.4$11.4$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.00$11.5$11.6$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.85$0.03$10.4$10.7$0.33
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.85$0.37$10.6$10.3$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.90$0.05$10.2$10.3$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.14$0.10$10.7$10.8$0.08
2013Summary only. Only limited summary data is available for this year.$1.04$0.86$0.18$11.1$11.2$0.10
2012Summary only. Only limited summary data is available for this year.$0.82$0.54$0.29$11.0$11.0$0.01
2011Summary only. Only limited summary data is available for this year.$0.33$0.04$0.29$10.0$10.0$0.02
2010Summary only. Only limited summary data is available for this year.$0.96$0.65$0.31$9.29$9.29$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$11,872,497
Mission and Program Overview

Mission

NONE

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$384,778$583,722▲ $198,944
Rtn Earn Endowment Incm Other Fnds$366,569$564,655▲ $198,086
Prepaid Expenses and Deferred Charges$3,861$4,501▲ $640
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$388,639$588,223▲ $199,584
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,729$16,156▲ $13,427
Accounts Payable and Accrued Expenses$16,405$5,536▼ $10,869
Deferred Revenue$2,936$1,876▼ $1,060
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$22,070$23,568▲ $1,498
Net Assets / Fund Balance
Total Net Assets Fund Balance$366,569$564,655▲ $198,086
Total Liabilities and Net Assets / Fund Balance$388,639$588,223▲ $199,584
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Fred LoweTrustee
Maria C BribeauxTrustee
Robert a KaczmarekTrustee
Wayne PalicaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Pacific Federal LLCAdmin. & Consulting200 S LOS ROBLES AVE STE 320, Pasadena, CA 91101$374,400
John KeelerConsultant2902 16TH ST, Santa Monica, CA 90405$150,660
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,872,497
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$198,086

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,872,497
Total Revenue per Audited Statements
$11,872,497
Total Revenue per Form 990
$11,872,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$633,107
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
Benefits to Members---$11,041,304
Fees for Services Management---$373,467
Fees for Services Other---$186,660
Conferences and Meetings---$15,593
Other Expenses---$15,000
Fees for Services Accounting---$14,400
Insurance---$11,025
Office Expenses---$9,082
Information Technology---$6,000
Fees for Services Legal---$1,880
Total Functional Expenses$0$0$0$11,674,411

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,674,411
Total Expenses per Audited Statements$11,674,411
Total Expenses per Form 990$11,674,411
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$16,156
Governance and Compliance

Governance Checklist

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

Governance Explanations

PART VI, SECTION B, LINE 11B:

“The administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted. Form 990 is distributed to an authorized trustee of the plan for review and approval before it was filed.”

PART VI, SECTION B, LINE 12C:

“Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.”

PART VI, SECTION B, LINE 15:

“Members of the governing body do not receive compensation.”

PART VI, SECTION C, LINE 19:

“The plan documents and other governing documents and financial statements are maintained at the plan administrator's office and are available upon written request. Additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis.”

PART VII, SECTION A, LINE 1A, COLUMN E:

“Any trustee's compensation from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Public Employees Benefit Trust of California
EIN
20-6383829
In Care Of
% PACFED ADMIN PATRICK MCGARR
Phone
8182430222
Address
200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101

Signing Officer

Name
Maria Brideaux
Title
Chairman
Phone
8182430222
Signed
2025-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
MARIA c BRIBEAUX
Formed
2005
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Liel Shemtov
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ConferencesMeetingsGrp/TotalAmt015593
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IRS990/ContractorCompensationGrp/CompensationAmt0374400
IRS990/ContractorCompensationGrp/CompensationAmt1150660
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12902 16TH ST
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IRS990/CostOfGoodsSoldAmt00
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IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FeesForServicesAccountingGrp/TotalAmt014400
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0366569
IRS990/NetAssetsOrFundBalancesEOYAmt0564655
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt09082
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0NEWSLETTER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt015000
IRS990/OtherLiabilitiesGrp/BOYAmt02729
IRS990/OtherLiabilitiesGrp/EOYAmt016156
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03861
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04501
IRS990/PrincipalOfficerNm0MARIA c BRIBEAUX
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT SELF-PAYMENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011854544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011854544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117953
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010102312
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0661381
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010924158
IRS990/PYRevenuesLessExpensesAmt0160465
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010763693
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010924158
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0198086
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0366569
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0564655
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt011674411
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueSubtotalAmt011872497
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt011674411
IRS990ScheduleD/TotalLiabilityAmt016156
IRS990ScheduleD/TotalRevenuePerForm990Amt011872497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011872497
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011674411
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. FORM 990 IS DISTRIBUTED TO AN AUTHORIZED TRUSTEE OF THE PLAN FOR REVIEW AND APPROVAL BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN DOCUMENTS AND OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN ADMINISTRATOR'S OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY TRUSTEE'S COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, LINE 1A, COLUMN E:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0see attached list
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTING EMPLOYERS. HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATIONS. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS ARE REPORTED AS FOLLOWS: HOUSING AUTHORITY CITY OF SANTA MONICA
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV:
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0388639
IRS990/TotalAssetsEOYAmt0588223
IRS990/TotalAssetsGrp/BOYAmt0388639
IRS990/TotalAssetsGrp/EOYAmt0588223
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt011674411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022070
IRS990/TotalLiabilitiesEOYAmt023568
IRS990/TotalLiabilitiesGrp/BOYAmt022070
IRS990/TotalLiabilitiesGrp/EOYAmt023568
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0366569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564655
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt011872497
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011872497
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011872497
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0388639
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0588223
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 S LOS ROBLES AVE STE 320
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091101
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA BRIDEAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08182430222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC EMPLOYEES BENEFIT TRUST OF CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0206383829
ReturnHeader/Filer/InCareOfNm0% PACFED ADMIN PATRICK MCGARR
ReturnHeader/Filer/PhoneNum08182430222
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 S LOS ROBLES AVE STE 320
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 W ALAMEDA AVE STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915054302

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