Civic Intelligence

Assoc Students Csuf Post-Retirement Employee Benefit Trust

990 • Fiscal year 2021 • EIN 26-2766369

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 08, 2022

Organization ProfileN/A
PO Box 6828Fullerton, CA 92834

(657) 278-2401

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$225,429

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 69.6% of source-year revenue.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

31%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$5,408,922

Up $850,081 (+19%) from 2020

Net Assets

Up

$5,408,922

Up $850,081 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin58th percentile

Revenue

Up

$324,017

Up $77,274 (+31%) from 2020

Expenses

Up

$303,137

Up $15,649 (+5.4%) from 2020

Net Income

Up

$20,880

Up $61,625 (+151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$5,408,922
Liabilities$0
Net Assets$5,408,922
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$324,017
Expenses$303,137
Net Income$20,880
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 8, 2022
Return Version
2020v4.0
Gross Receipts
$1,500,939
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$4,249,644$5,240,871▲ $991,227
Investments Other Securities$169,640$0▼ $169,640
Cash and Non-Interest-Bearing Accounts$106$14,080▲ $13,974
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$4,558,841$5,408,922▲ $850,081
Other Assets Total$139,451$153,971▲ $14,520
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,558,841$5,408,922▲ $850,081
Total Net Assets Fund Balance$4,558,841$5,408,922▲ $850,081
Total Liabilities and Net Assets / Fund Balance$4,558,841$5,408,922▲ $850,081
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Carol McdonielTrustee$149,449$149,449
Stephen UdellTrustee$142,731$142,731
Marcus RevelesTrustee$20,175$20,175
Selene HannaTrustee$14,479$14,479

Board Members and Trustees

NameTitle
Dave EdwardsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$324,017
Other Revenue
$0
Change in Net Assets
$20,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,606
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---$252,531
Fees for Service Investment Mgmnt Fees---$41,590
Fees for Services Other---$5,000
Fees for Services Accounting---$3,950
Other Expenses---$66
Total Functional Expenses$0$0$0$303,137
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
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 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
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
6572782401
Address
PO BOX 6828, FULLERTON, CA 92834

Signing Officer

Name
Dave Edwards
Title
Trustee
Signed
2022-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
dave edwards
Formed
2007
Legal Domicile
CA
Voting Board Members
5
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/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST AND ON ORGANIZATION'S WEBSITE.
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,408,922
Liabilities
$0
Net assets
$5,408,922
Revenue
$324,017
Expenses
$303,137
Net income
$20,880
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