Civic Intelligence

Carl'S Jr Restaurants LLC

EIN 33-0542288 • 501(c)9 • Franklin, TN

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Profile

The plan is an employee welfare benefit plan to provide vacation benefits to hourly restaurant employees meeting specified criteria.

6700 Tower Circle 1000Franklin, TN 37067

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

1.00x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.26x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

57th percentile

-2.3%

Higher net margin than 57% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$6,854

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

-8.0%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

-17%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$78,800

Down $6,819 (-8.0%) from 2022

Liabilities

Down

$78,800

Down $258,800 (-77%) from 2022

Net Assets

Up

$0

Up $251,981 (+100%) from 2022

Operations
Liabilities / Revenue92nd percentileNet Margin57th percentile

Revenue

Down

$301,183

Down $59,903 (-17%) from 2022

Expenses

Up

$308,002

Up $29,790 (+11%) from 2022

Net Income

Down

-$6,819

Down $89,693 (-108%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$1.0M$500K$0-$500KAssets 2016: $819,589Liabilities 2016: $680,605Net Assets 2016: $138,9842016Assets 2017: $761,433Liabilities 2017: $505,861Net Assets 2017: $255,5722017Assets 2018: $714,653Liabilities 2018: $301,407Net Assets 2018: $413,2462018Assets 2019: $444,331Liabilities 2019: $341,000Net Assets 2019: $103,3312019Assets 2020: $155,507Liabilities 2020: $262,000Net Assets 2020: -$106,4932020Assets 2021: $2,745Liabilities 2021: $359,100Net Assets 2021: -$356,3552021Assets 2022: $85,619Liabilities 2022: $337,600Net Assets 2022: -$251,9812022Assets 2023: $78,800Liabilities 2023: $78,800Net Assets 2023: $02023

Highlighted filing

2023

Assets$78,800
Liabilities$78,800
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $4,672Expenses 2016: $1,029,821Net Income 2016: -$1,025,1492016Revenue 2017: $589,968Expenses 2017: $648,124Net Income 2017: -$58,1562017Revenue 2018: $230,770Expenses 2018: $277,550Net Income 2018: -$46,7802018Revenue 2019: $5,728Expenses 2019: $276,050Net Income 2019: -$270,3222019Revenue 2020: $436Expenses 2020: $289,260Net Income 2020: -$288,8242020Revenue 2021: $113,543Expenses 2021: $266,305Net Income 2021: -$152,7622021Revenue 2022: $361,086Expenses 2022: $278,212Net Income 2022: $82,8742022Revenue 2023: $301,183Expenses 2023: $308,002Net Income 2023: -$6,8192023

Highlighted filing

2023

Revenue$301,183
Expenses$308,002
Net Income-$6,819
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,800
Liabilities
$78,800
Net assets
$0
Revenue
$301,183
Expenses
$308,002
Net income
-$6,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.30$0.31$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.34$0.25$0.36$0.28$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.36$0.36$0.11$0.27$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.26$0.11$0.00$0.29$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.34$0.10$0.01$0.28$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.30$0.41$0.23$0.28$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.51$0.26$0.59$0.65$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.68$0.14$0.00$1.03$1.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$301,183
Mission and Program Overview

Mission

The plan is an employee welfare benefit plan to provide vacation benefits to hourly restaurant employees meeting specified criteria.

The employee benefit plan provides vacation benefits to eligible hourly restaurant employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$85,619$78,625▼ $6,994
Accounts Receivable-$175-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$-251,981$0▲ $251,981
Total Assets$85,619$78,800▼ $6,819
Liabilities
Other Liabilities$337,600$78,800▼ $258,800
Total Liabilities$337,600$78,800▼ $258,800
Net Assets / Fund Balance
Total Net Assets Fund Balance$-251,981$0▲ $251,981
Total Liabilities and Net Assets / Fund Balance$85,619$78,800▼ $6,819
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
-Trustee$6,854$6,854
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$298,924
Investment Income
$2,259
Other Revenue
$0
Change in Net Assets
$-6,819

Audited Revenue Reconciliation

Revenue per Audited Statements
$301,183
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$301,183
Total Revenue per Form 990
$301,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,854
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$301,148
Current Officers, Directors, Trustees, and Key Employees---$6,854
Total Functional Expenses$0$0$0$308,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$308,002
Total Expenses per Form 990$308,002
Total Expenses per Audited Statements$49,202
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-258,800
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
Accrued Vacation Benefits Payable$78,800
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

Form 990, Part VI, Section A, Line 3

“The filing organization itself does not have a governing body overseeing the trust, because it has delegated the operation and administration of the trust to the benefit committee appointed by the plan sponsor's parent company.”

Form 990, Part VI, Section A, Line 8A

“The filing organization itself does not have a governing body overseeing the trust, because it has delegated the operation and administration of the trust to the benefit committee appointed by the plan sponsor's parent company.”

Form 990, Part VI, Section A, Line 8B

“The trust agreement provides that principal custody solutions is the sole trustee of the filing organization.”

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

“Form 990 is reviewed by the tax department of the plan sponsor before being signed by the designated officer.”

Form 990, Part VI, Section B, Line 12C

“The operation and administration of the trust is delegated to the benefit committee appointed by the plan sponsor's parent company. All members of the committee are governed by the parent company's code of business conduct and ethics. Enforcement of the conflicts of interest policy are monitored and enforced through the efforts of the compliance officer of the plan sponsor's parent company.”

Form 990, Part VI, Section C, Line 19

“The filing organization's summary annual report is distributed to participants in accordance the erisa rules and regulations, and its annual audited financial statements are available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Principal custody solutions - 510 n valley mills drive, suite 400, waco, tx 76710.”

Filing and Contact Details

Filer

Filer Name
CARL'S JR RESTAURANTS LLC
EIN
33-0542288
Phone
6155389400
Address
6700 TOWER CIRCLE 1000, FRANKLIN, TN 37067

Signing Officer

Name
Michael Denson
Title
Vice President, Human Resources
Phone
6155389400
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Denson
Formed
1997
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams Llp
Address
2882 PROSPECT PARK DR STE 300, RANCHO CORDOVA, CA 95670
Preparer
Pamela Alexanderson
Phone
9165038100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net increase in accrued vacation benefits payable 258,800.”

FORM 990, PART XII, LINE 2C:

“The filing organization has delegated the operation and administration of the trust to the benefit committee appointed by the plan sponsor's parent company.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the company, by a letter dated december 31, 1991, that the plan and related trust are designed as a voluntary employee benefits association in accordance with the applicable sections of the code. The plan has been amended since receiving this tax exemption letter. However, the plan administrator believes that the plan is designed and is currently being operated in compliance with the applicable provisions of the code. Therefore, no provision for income taxes has been included in the plan's financial statements. In accordance with guidance on accounting for uncertainty in income taxes, management evaluated the plan's tax positions and does not believe the plan has any uncertain tax positions that require disclosure in or adjustment to the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in accrued vacation benefits payable -258,800.”

Raw XML Appendix307 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/AccountsReceivableGrp/EOYAmt0175
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EMPLOYEE BENEFIT PLAN PROVIDES VACATION BENEFITS TO ELIGIBLE HOURLY RESTAURANT EMPLOYEES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0301148
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CKE RESTAURANTS HOLDINGS INC
IRS990/BooksInCareOfDetail/PhoneNum06155383310
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06700 TOWER CIRCLE STE 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037067
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0-251981
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06854
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0301148
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02259
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0298924
IRS990/CYRevenuesLessExpensesAmt0-6819
IRS990/CYSalariesCompEmpBnftPaidAmt06854
IRS990/CYTotalExpensesAmt0308002
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0301183
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0VACATION BENEFITS OF $301,148 WERE PAID TO 431 ELIGIBLE EMPLOYEES OF CARL'S JR. RESTAURANTS LLC DURING 2023.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL CUSTODY SOLUTIONS
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06854
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0301183
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02259
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02259
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE PLAN IS AN EMPLOYEE WELFARE BENEFIT PLAN TO PROVIDE VACATION BENEFITS TO HOURLY RESTAURANT EMPLOYEES MEETING SPECIFIED CRITERIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-251981
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0258800
IRS990/OtherLiabilitiesGrp/BOYAmt0337600
IRS990/OtherLiabilitiesGrp/EOYAmt078800
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL DENSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0298924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0298924
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0271453
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0654
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0360432
IRS990/PYRevenuesLessExpensesAmt082874
IRS990/PYSalariesCompEmpBnftPaidAmt06759
IRS990/PYTotalExpensesAmt0278212
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0361086
IRS990/ReconcilationRevenueExpnssAmt0-6819
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085619
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078625
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-258800
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0308002
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0-258800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt078800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0301183
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE COMPANY, BY A LETTER DATED DECEMBER 31, 1991, THAT THE PLAN AND RELATED TRUST ARE DESIGNED AS A VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION IN ACCORDANCE WITH THE APPLICABLE SECTIONS OF THE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THIS TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE PROVISIONS OF THE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND DOES NOT BELIEVE THE PLAN HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN ACCRUED VACATION BENEFITS PAYABLE -258,800.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0308002
IRS990ScheduleD/TotalLiabilityAmt078800
IRS990ScheduleD/TotalRevenuePerForm990Amt0301183
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0301183
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt049202
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION ITSELF DOES NOT HAVE A GOVERNING BODY OVERSEEING THE TRUST, BECAUSE IT HAS DELEGATED THE OPERATION AND ADMINISTRATION OF THE TRUST TO THE BENEFIT COMMITTEE APPOINTED BY THE PLAN SPONSOR'S PARENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FILING ORGANIZATION ITSELF DOES NOT HAVE A GOVERNING BODY OVERSEEING THE TRUST, BECAUSE IT HAS DELEGATED THE OPERATION AND ADMINISTRATION OF THE TRUST TO THE BENEFIT COMMITTEE APPOINTED BY THE PLAN SPONSOR'S PARENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST AGREEMENT PROVIDES THAT PRINCIPAL CUSTODY SOLUTIONS IS THE SOLE TRUSTEE OF THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE TAX DEPARTMENT OF THE PLAN SPONSOR BEFORE BEING SIGNED BY THE DESIGNATED OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OPERATION AND ADMINISTRATION OF THE TRUST IS DELEGATED TO THE BENEFIT COMMITTEE APPOINTED BY THE PLAN SPONSOR'S PARENT COMPANY. ALL MEMBERS OF THE COMMITTEE ARE GOVERNED BY THE PARENT COMPANY'S CODE OF BUSINESS CONDUCT AND ETHICS. ENFORCEMENT OF THE CONFLICTS OF INTEREST POLICY ARE MONITORED AND ENFORCED THROUGH THE EFFORTS OF THE COMPLIANCE OFFICER OF THE PLAN SPONSOR'S PARENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FILING ORGANIZATION'S SUMMARY ANNUAL REPORT IS DISTRIBUTED TO PARTICIPANTS IN ACCORDANCE THE ERISA RULES AND REGULATIONS, AND ITS ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRINCIPAL CUSTODY SOLUTIONS - 510 N VALLEY MILLS DRIVE, SUITE 400, WACO, TX 76710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET INCREASE IN ACCRUED VACATION BENEFITS PAYABLE 258,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE FILING ORGANIZATION HAS DELEGATED THE OPERATION AND ADMINISTRATION OF THE TRUST TO THE BENEFIT COMMITTEE APPOINTED BY THE PLAN SPONSOR'S PARENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CKE RESTAURANTS HOLDINGS INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CARL'S JR RESTAURANTS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0800892034
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt06700 TOWER CIRCLE SUITE 1000
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0FRANKLIN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd037067
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0900941003
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PARENT COMPANY OF THE PLAN SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CKE RESTAURANTS HOLDINGS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06700 TOWER CIRCLE SUITE 1000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FRANKLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd037067
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0CARL'S JR. RESTAURANTS LLC IS THE PLAN SPONSOR. IT IS A SINGLE MEMBER LLC THAT IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES AND IS OWNED 100% BY THE PARENT COMPANY CKE RESTAURANTS HOLDINGS, INC.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R PART IV
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt085619
IRS990/TotalAssetsEOYAmt078800
IRS990/TotalAssetsGrp/BOYAmt085619
IRS990/TotalAssetsGrp/EOYAmt078800
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308002
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0337600
IRS990/TotalLiabilitiesEOYAmt078800
IRS990/TotalLiabilitiesGrp/BOYAmt0337600
IRS990/TotalLiabilitiesGrp/EOYAmt078800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-251981
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0298924
IRS990/TotalReportableCompFromOrgAmt06854
IRS990/TotalRevenueGrp/ExclusionAmt02259
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0298924
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301183
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt085619
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078800
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06700 TOWER CIRCLE 1000
IRS990/USAddress/CityNm0FRANKLIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037067
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, HUMAN RESOURCES
ReturnHeader/BusinessOfficerGrp/PhoneNum06155389400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL'S JR RESTAURANTS LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0330542288
ReturnHeader/Filer/PhoneNum06155389400
ReturnHeader/Filer/USAddress/AddressLine1Txt06700 TOWER CIRCLE 1000
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02882 PROSPECT PARK DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CORDOVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095670
ReturnHeader/PreparerPersonGrp/PhoneNum09165038100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA ALEXANDERSON
ReturnHeader/ReturnTs02024-11-13T12:31:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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