Civic Intelligence

Public Employees Benefit Trust of California

990 • Fiscal year 2016 • EIN 20-6383829

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileN/A
1000 North Central Avenue No 400Glendale, CA 91202-9905

(818) 243-0222

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.70x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.08x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

51st percentile

2.9%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

90th percentile

27%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

3.1%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$1,212,194

Up $254,115 (+27%) from 2015

Net Assets

Up

$365,397

Up $310,445 (+565%) from 2015

Liabilities

Down

$846,797

Down $56,330 (-6.2%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin51st percentile

Revenue

Up

$10,563,851

Up $318,168 (+3.1%) from 2015

Expenses

Down

$10,253,406

Down $37,691 (-0.4%) from 2015

Net Income

Up

$310,445

Up $355,859 (+784%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$1,212,194
Liabilities$846,797
Net Assets$365,397
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$10,563,851
Expenses$10,253,406
Net Income$310,445
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$10,563,851
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$954,270$1,208,979▲ $254,709
Rtn Earn Endowment Incm Other Fnds$54,952$365,397▲ $310,445
Prepaid Expenses and Deferred Charges$3,809$3,215▼ $594
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$958,079$1,212,194▲ $254,115
Liabilities
Other Liabilities$897,435$839,307▼ $58,128
Accounts Payable and Accrued Expenses$5,692$7,490▲ $1,798
Total Liabilities$903,127$846,797▼ $56,330
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,952$365,397▲ $310,445
Total Liabilities and Net Assets / Fund Balance$958,079$1,212,194▲ $254,115
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Manny Sanchez EsqTrustee
Maria BribeauxTrustee
Robert a KaczmarekTrustee
Wayne PalicaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Pacific Federal Insurance ServicesConsultant2902 16TH STREET, Santa Monica, CA 90405$330,143
Pacific Federal Benefit AdministratorsConsultant1000 N CENTRAL AVE SUITE 400, Glendale, CA 91202$320,143
-Contract Administrator1000 N CENTRAL AVE SUITE 400, Glendale, CA 91202$229,679
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,563,851
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$310,445

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,563,851
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,563,851
Total Revenue per Form 990
$10,563,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$942,012
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---$9,311,394
Fees for Services Management---$229,679
Advertising---$19,390
Fees for Services Accounting---$11,350
Office Expenses---$7,879
Other Expenses---$5,796
Insurance---$4,526
Conferences and Meetings---$3,745
Fees for Services Legal---$3,290
All Other Expenses---$71
Total Functional Expenses$0$0$0$10,253,406

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,253,406
Total Expenses per Audited Statements$10,253,406
Total Expenses per Form 990$10,253,406
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contributions Advanced by Employers$831,221
Group Insurance Premiums Payable$7,523
Unearend Cobra Contributions$563
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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

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 A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

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

“The trustees of the organization designate the administrator to review the form 990.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Public Employees Benefit Trust
EIN
20-6383829
Phone
8182430222
Address
1000 NORTH CENTRAL AVENUE NO 400, GLENDALE, CA 91202-9905

Signing Officer

Name
Maria Bribeaux
Title
Trustee
Phone
8182430222
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
HEMMING MORSE LLP CPA'S AND CONSULTANTS
Address
155 BOVET ROAD SUITE 600, SAN MATEO, CA 94402
Phone
4158364000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for the oversight of the audit of the organization's financial statements and the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“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, 2013.”

Raw XML Appendix326 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05692
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07490
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt019390
IRS990/AllOtherExpensesGrp/TotalAmt071
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt09311394
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL COX
IRS990/BooksInCareOfDetail/PhoneNum08182430222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 NORTH CENTRAL AVENUE SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0912029905
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0954270
IRS990/CashNonInterestBearingGrp/EOYAmt01208979
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03745
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0330143
IRS990/ContractorCompensationGrp/CompensationAmt1320143
IRS990/ContractorCompensationGrp/CompensationAmt2229679
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02902 16TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11000 N CENTRAL AVE SUITE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21000 N CENTRAL AVE SUITE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SANTA MONICA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1GLENDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2GLENDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090405
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd191202
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd291202
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PACIFIC FEDERAL INSURANCE SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PACIFIC FEDERAL BENEFIT ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0JOHN KEELER
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACT ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09311394
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0942012
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt010563851
IRS990/CYRevenuesLessExpensesAmt0310445
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt010253406
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010563851
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ITS MEMBERS AND THEIR FAMILIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011350
IRS990/FeesForServicesLegalGrp/TotalAmt03290
IRS990/FeesForServicesManagementGrp/TotalAmt0229679
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIA BRIBEAUX
IRS990/Form990PartVIISectionAGrp/PersonNm1MANNY SANCHEZ ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT A KACZMAREK
IRS990/Form990PartVIISectionAGrp/PersonNm3WAYNE PALICA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010563851
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt04526
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt054952
IRS990/NetAssetsOrFundBalancesEOYAmt0365397
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt07879
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FIELD SERVICE SUPPORT
IRS990/OtherExpensesGrp/Desc1CONSULTING
IRS990/OtherExpensesGrp/Desc2WEBSITE HOSTING
IRS990/OtherExpensesGrp/Desc3NEWSLETTER PREPARATION
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IRS990/OtherExpensesGrp/TotalAmt1320143
IRS990/OtherExpensesGrp/TotalAmt26000
IRS990/OtherExpensesGrp/TotalAmt35796
IRS990/OtherLiabilitiesGrp/BOYAmt0897435
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03809
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03215
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010542874
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010542874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120977
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09531577
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0759520
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0-45414
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010291097
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010245683
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0310445
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt054952
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0365397
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010253406
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0831221
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1563
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27523
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS ADVANCED BY EMPLOYERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNEAREND COBRA CONTRIBUTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010563851
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010253406
IRS990ScheduleD/TotalLiabilityAmt0839307
IRS990ScheduleD/TotalRevenuePerForm990Amt010563851
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010563851
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010253406
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES OF THE ORGANIZATION DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SCHEDULE 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 CONTRIBUTING EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. CITY OF SANTA FE SPRINGS - PTB RUBIDOUX COMMUNITY SERVICES DISTRICT CITY OF SANTA FE SPRINGS - ACA HOUSING AUTHORITY CITY OF SANTA MONICA
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 34
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0958079
IRS990/TotalAssetsEOYAmt01212194
IRS990/TotalAssetsGrp/BOYAmt0958079
IRS990/TotalAssetsGrp/EOYAmt01212194
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010253406
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0903127
IRS990/TotalLiabilitiesEOYAmt0846797
IRS990/TotalLiabilitiesGrp/BOYAmt0903127
IRS990/TotalLiabilitiesGrp/EOYAmt0846797
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0365397
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt010563851
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010563851
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010563851
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0958079
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01212194
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 NORTH CENTRAL AVENUE NO 400
IRS990/USAddress/CityNm0GLENDALE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0912029905
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA BRIBEAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08182430222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC EMPLOYEES BENEFIT TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0206383829
ReturnHeader/Filer/PhoneNum08182430222
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 NORTH CENTRAL AVENUE NO 400
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0912029905
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId065A2799B7FBD805C20207EC1E1BC21BD90DCCA14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DDAC0003BCC8996D20B35C2703FD2556DD28933
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.170.44.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm021:54:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300702322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMMING MORSE LLP CPA'S AND CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 BOVET ROAD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum04158364000
ReturnHeader/ReturnTs02017-11-07T23:57:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,212,194
Liabilities
$846,797
Net assets
$365,397
Revenue
$10,563,851
Expenses
$10,253,406
Net income
$310,445
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $10M-$25M nonprofits