Civic Intelligence

Employee Health & Welfare Benefit

EIN 27-6763813 • 501(c)9 • Beverly Hills, CA

Profile

To receive and hold funds to pay or reimburse employee group health and welfare plan expenses.

9950 Santa Monica BoulevardBeverly Hills, CA 90212

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

44th percentile

0.6%

Higher net margin than 44% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

91st percentile

35%

Faster asset growth than 91% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-4.1%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$140,752

Up $36,679 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$140,752

Up $36,679 (+35%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin44th percentile

Revenue

Down

$6,628,674

Down $283,388 (-4.1%) from 2023

Expenses

Down

$6,591,995

Down $231,860 (-3.4%) from 2023

Net Income

Down

$36,679

Down $51,528 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$300K$200K$100K$0Assets 2013: $285,941Liabilities 2013: $285,941Net Assets 2013: $02013Assets 2014: $2,534Liabilities 2014: $2,534Net Assets 2014: $02014Assets 2015: $3,948Liabilities 2015: $0Net Assets 2015: $3,9482015Assets 2016: $119,280Liabilities 2016: $0Net Assets 2016: $119,2802016Assets 2017: $99,578Liabilities 2017: $0Net Assets 2017: $99,5782017Assets 2018: $167,731Liabilities 2018: $0Net Assets 2018: $167,7312018Assets 2019: $250,056Liabilities 2019: $0Net Assets 2019: $250,0562019Assets 2020: $85,106Liabilities 2020: $0Net Assets 2020: $85,1062020Assets 2021: $80,872Liabilities 2021: $0Net Assets 2021: $80,8722021Assets 2022: $15,866Liabilities 2022: $0Net Assets 2022: $15,8662022Assets 2023: $104,073Liabilities 2023: $0Net Assets 2023: $104,0732023Assets 2024: $140,752Liabilities 2024: $0Net Assets 2024: $140,7522024

Highlighted filing

2024

Assets$140,752
Liabilities$0
Net Assets$140,752
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $3,495,454Expenses 2013: $3,559,031Net Income 2013: -$63,5772013Revenue 2014: $4,061,264Expenses 2014: $4,061,264Net Income 2014: $02014Revenue 2015: $5,671,267Expenses 2015: $5,667,319Net Income 2015: $3,9482015Revenue 2016: $5,148,009Expenses 2016: $5,032,677Net Income 2016: $115,3322016Revenue 2017: $6,015,372Expenses 2017: $6,035,074Net Income 2017: -$19,7022017Revenue 2018: $6,309,021Expenses 2018: $6,240,868Net Income 2018: $68,1532018Revenue 2019: $6,215,148Expenses 2019: $6,132,823Net Income 2019: $82,3252019Revenue 2020: $5,153,672Expenses 2020: $5,318,622Net Income 2020: -$164,9502020Revenue 2021: $5,409,592Expenses 2021: $5,413,826Net Income 2021: -$4,2342021Revenue 2022: $6,898,707Expenses 2022: $6,963,713Net Income 2022: -$65,0062022Revenue 2023: $6,912,062Expenses 2023: $6,823,855Net Income 2023: $88,2072023Revenue 2024: $6,628,674Expenses 2024: $6,591,995Net Income 2024: $36,6792024

Highlighted filing

2024

Revenue$6,628,674
Expenses$6,591,995
Net Income$36,679
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$140,752
Liabilities
$0
Net assets
$140,752
Revenue
$6,628,674
Expenses
$6,591,995
Net income
$36,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$6.63$6.59$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$6.91$6.82$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$6.90$6.96$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$5.41$5.41$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$5.15$5.32$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$6.22$6.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$6.31$6.24$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$6.02$6.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$5.15$5.03$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.67$5.67$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.06$4.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.00$3.50$3.56$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$6,628,674
Mission and Program Overview

Mission

To receive and hold funds to pay or reimburse employee group health and welfare plan expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,073$140,752▲ $36,679
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$104,073$140,752▲ $36,679
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,073$140,752▲ $36,679
Total Net Assets Fund Balance$104,073$140,752▲ $36,679
Total Liabilities and Net Assets / Fund Balance$104,073$140,752▲ $36,679
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Edward SlatkinTrustee
Thomas SlatkinTrustee
Veronica GonzalezTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit&Risk Mgt ServicesMedical claims mg't80 Iron Point Cir 200, Folsom, CA 95630$284,264
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,628,674
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$36,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,610,043
Revenue Not Reported on Financial Statements
$-981,369
Other Revenue Adjustments
$-981,369
Total Revenue per Audited Statements
$7,610,043
Total Revenue per Form 990
$6,628,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,591,995
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
Insurance---$569,172
Fees for Services Other---$368,264
Fees for Services Accounting---$16,630
Fees for Services Legal---$2,613
Other Expenses---$1,142
Total Functional Expenses$0$0$0$6,591,995

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,610,043
Total Expenses per Audited Statements$7,610,043
Total Expenses per Form 990$6,591,995
Expenses Not Reported on Financial Statements$-1,018,048
Other Expense Adjustments$-1,018,048
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
No
Audit committee
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, Section A, Line 2

“Two of the trustees are brothers.”

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

“Form 990 was prepared by a firm of certified public accountants and reviewed by the trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Employee Health & Welfare Benefit
EIN
27-6763813
Phone
3108599366
Address
9950 Santa Monica Boulevard, Beverly Hills, CA 90212

Signing Officer

Name
Veronica Gonzalez
Title
Trustee
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Veronica Gonzalez
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Beebout Williams & Olds CPAs
Address
6920 Fair Oaks Blvd Ste 205, Carmichael, CA 95608
Preparer
Steven J Olds CPA
Phone
9169212600
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require the Sponsor to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Sponsor has analyzed the tax positions taken by the Plan and has concluded that as of December 31, 2021, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.”

Raw XML Appendix345 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0954297274
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Plan sponsor
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0The Edward Thomas Hospitality Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt09950 Santa Monica Blvd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Beverly Hills
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd090212
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0The Plan Sponsor, The Edward Thomas Hospitality Corp., reimburses the Plan for 100% of the Plan's expenses.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 1q
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt06628674
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0The Edward Thomas Hospitality Corp
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0104073
IRS990/TotalAssetsEOYAmt0140752
IRS990/TotalAssetsGrp/BOYAmt0104073
IRS990/TotalAssetsGrp/EOYAmt0140752
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06591995
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0104073
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140752
IRS990/TotalProgramServiceRevenueAmt06628674
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06628674
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06628674
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0104073
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0140752
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09950 Santa Monica Boulevard
IRS990/USAddress/CityNm0Beverly Hills
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090212
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Veronica Gonzalez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Employee Health & Welfare Benefit
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Plan Trust
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0276763813
ReturnHeader/Filer/PhoneNum03108599366
ReturnHeader/Filer/USAddress/AddressLine1Txt09950 Santa Monica Boulevard
ReturnHeader/Filer/USAddress/CityNm0Beverly Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830534566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beebout Williams & Olds CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 Fair Oaks Blvd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmichael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095608
ReturnHeader/PreparerPersonGrp/PhoneNum09169212600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven J Olds CPA
ReturnHeader/ReturnTs02025-11-13T11:52:55-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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