Civic Intelligence

Assoc Students Csuf Post-Retirement Employee Benefit Trust

990 • Fiscal year 2017 • EIN 26-2766369

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization ProfileN/A
PO Box 6828Fullerton, CA 92834

(657) 278-4212

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$181,434

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 79.7% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

4.8%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$4,353,535

Up $197,807 (+4.8%) from 2016

Net Assets

Up

$4,353,535

Up $197,807 (+4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin14th percentile

Revenue

Up

$227,640

Up $21,930 (+11%) from 2016

Expenses

Down

$276,416

Down $1,720 (-0.6%) from 2016

Net Income

Up

-$48,776

Up $23,650 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $4,118,132Liabilities 2014: $0Net Assets 2014: $4,118,1322014Assets 2015: $4,285,720Liabilities 2015: $0Net Assets 2015: $4,285,7202015Assets 2016: $4,155,728Liabilities 2016: $0Net Assets 2016: $4,155,7282016Assets 2017: $4,353,535Liabilities 2017: $0Net Assets 2017: $4,353,5352017Assets 2018: $4,449,583Liabilities 2018: $0Net Assets 2018: $4,449,5832018Assets 2019: $4,576,339Liabilities 2019: $0Net Assets 2019: $4,576,3392019Assets 2020: $4,558,841Liabilities 2020: $0Net Assets 2020: $4,558,8412020Assets 2021: $5,408,922Liabilities 2021: $0Net Assets 2021: $5,408,9222021Assets 2022: $4,581,868Liabilities 2022: $0Net Assets 2022: $4,581,8682022Assets 2023: $4,772,005Liabilities 2023: $0Net Assets 2023: $4,772,0052023Assets 2024: $5,150,770Liabilities 2024: $0Net Assets 2024: $5,150,7702024Assets 2025: $5,300,764Liabilities 2025: $0Net Assets 2025: $5,300,7642025

Highlighted filing

2017

Assets$4,353,535
Liabilities$0
Net Assets$4,353,535
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $368,959Expenses 2014: $247,630Net Income 2014: $121,3292014Revenue 2015: $449,957Expenses 2015: $273,602Net Income 2015: $176,3552015Revenue 2016: $205,710Expenses 2016: $278,136Net Income 2016: -$72,4262016Revenue 2017: $227,640Expenses 2017: $276,416Net Income 2017: -$48,7762017Revenue 2018: $330,339Expenses 2018: $290,144Net Income 2018: $40,1952018Revenue 2019: $143,711Expenses 2019: $282,260Net Income 2019: -$138,5492019Revenue 2020: $246,743Expenses 2020: $287,488Net Income 2020: -$40,7452020Revenue 2021: $324,017Expenses 2021: $303,137Net Income 2021: $20,8802021Revenue 2022: $527,797Expenses 2022: $329,652Net Income 2022: $198,1452022Revenue 2023: -$17,606Expenses 2023: $353,861Net Income 2023: -$371,4672023Revenue 2024: $710,123Expenses 2024: $391,373Net Income 2024: $318,7502024Revenue 2025: $315,443Expenses 2025: $429,257Net Income 2025: -$113,8142025

Highlighted filing

2017

Revenue$227,640
Expenses$276,416
Net Income-$48,776
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$1,864,322
Mission and Program Overview

Mission

The trust is established to serve as a funding vehicle for post-retirement benefits for retired associated students cal state university fullerton employees by payment of the employer's contribution towards insurance premiums for eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,935,443$4,262,000▲ $326,557
Investments Other Securities$214,764$49,828▼ $164,936
Cash and Non-Interest-Bearing Accounts-$120-
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 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$4,155,728$4,353,535▲ $197,807
Other Assets Total$5,521$41,587▲ $36,066
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,155,728$4,353,535▲ $197,807
Total Net Assets Fund Balance$4,155,728$4,353,535▲ $197,807
Total Liabilities and Net Assets / Fund Balance$4,155,728$4,353,535▲ $197,807
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Laura HultmanTrustee$134,868$134,868
Rachel LynchTrustee$127,616$127,616
Stephen UdellTrustee$124,592$124,592
Sharon JohnsonTrustee$119,481$119,481
Hang NguyenTrustee$96,798$96,798

Board Members and Trustees

NameTitle
Dave EdwardsTrustee
Manminder GillTrustee
Yanitza BerriosTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$227,640
Other Revenue
$0
Change in Net Assets
$-48,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,482
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---$239,934
Other Expenses---$196
Total Functional Expenses$0$0$0$276,416
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The return was provided to the trustees before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization's conflict of interest policy must be read and signed annually by each board member.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon written request and on organization's website.”

Filing and Contact Details

Filer

Filer Name
Assoc Students Csuf Post-retirement
EIN
26-2766369
Phone
6572784212
Address
PO BOX 6828, FULLERTON, CA 92834

Signing Officer

Name
Dr David Edwards
Title
Trustee
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Guzman & Gray Certified Public Accountants
Address
4510 E Pacific Coast Highway Suite, Long Beach, CA 90804
Preparer
Patrick S Guzman CPA
Phone
5624980997
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS PROVIDED TO THE TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MUST BE READ AND SIGNED ANNUALLY BY EACH BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST AND ON ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DR DAVID EDWARDS
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Guzman & Gray Certified Public Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04510 E Pacific Coast Highway Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum05624980997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK S GUZMAN CPA
ReturnHeader/ReturnTs02018-05-14T09:14:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,353,535
Liabilities
$0
Net assets
$4,353,535
Revenue
$227,640
Expenses
$276,416
Net income
-$48,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.32$0.43$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.71$0.39$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.02$0.35$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.53$0.33$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.32$0.30$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.25$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.14$0.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.33$0.29$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.23$0.28$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.21$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.45$0.27$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37$0.25$0.12