Civic Intelligence

Carl'S Jr Restaurants LLC

990 • Fiscal year 2016 • EIN 33-0542288

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 24, 2017

Organization Profilen/A

View Organization Page

1325 N Anaheim BlvdAnaheim, CA 92801-1202

(714) 254-4660

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.83x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

145.68x

Higher debt load relative to revenue than 100% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-21942%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$15,610

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 334.1% of source-year revenue.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$819,589

No earlier filing loaded for comparison.

Net Assets

$138,984

No earlier filing loaded for comparison.

Liabilities

$680,605

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$4,672

No earlier filing loaded for comparison.

Expenses

$1,029,821

No earlier filing loaded for comparison.

Net Income

-$1,025,149

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$819,589
Liabilities$680,605
Net Assets$138,984
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$4,672
Expenses$1,029,821
Net Income-$1,025,149
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$4,672
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 welfare benefit plan provides vacation benefits to approximately 3162 hourly restaurant employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,844,722$819,444▼ $1,025,278
Cap Stk Tr Prin Current Funds$768,383$138,984▼ $629,399
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,844,738$819,589▼ $1,025,149
Other Assets Total$16$145▲ $129
Liabilities
Other Liabilities$1,076,355$680,605▼ $395,750
Total Liabilities$1,076,355$680,605▼ $395,750
Net Assets / Fund Balance
Total Net Assets Fund Balance$768,383$138,984▼ $629,399
Total Liabilities and Net Assets / Fund Balance$1,844,738$819,589▼ $1,025,149
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
-Trustee$15,610$15,610
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,672
Other Revenue
$0
Change in Net Assets
$-1,025,149

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,672
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,672
Total Revenue per Form 990
$4,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,610
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---$1,014,211
Fees for Services Other---$15,610
Total Functional Expenses$0$0$0$1,029,821

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,425,571
Expenses per Audited Statements$1,029,821
Total Expenses per Form 990$1,029,821
Expenses Not Reported on Form 990$395,750
Expenses Not Reported on Financial Statements$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
accrued vacation benefits payable$680,605
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 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 Wells Fargo Bank 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

“Wells Fargo Bank - 707 Wilshire Blvd MAC E2818-19A, Los Angeles, CA 90017.”

Filing and Contact Details

Filer

Filer Name
CARL'S JR RESTAURANTS LLC
EIN
33-0542288
Phone
7142544660
Address
1325 N ANAHEIM BLVD, ANAHEIM, CA 92801-1202

Signing Officer

Name
Reese Stewart
Title
SVP, Chief Accounting Officer
Phone
7142544660
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Reese Stewart
Formed
1997
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams LLP
Address
3100 Zinfandel Drive Suite 500, Rancho Cordova, CA 95670-6062
Preparer
Tracy S Paglia
Phone
9165038100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net change in benefit obligation 395750.”

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:

“In accordance with guidance on accounting for uncertainty in income taxes (ASC 740-10), 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:

“net change in benefit obligations 395750.”

Raw XML Appendix310 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The employee welfare benefit plan provides vacation benefits to approximately 3162 hourly restaurant employees.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01014211
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CKE RESTAURANTS HOLDINGS INC
IRS990/BooksInCareOfDetail/PhoneNum07142544500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01325 N ANAHEIM BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0928011202
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0768383
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0138984
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01014211
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04672
IRS990/CYOtherExpensesAmt015610
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1025149
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01029821
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04672
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0Vacation benefits of $1,014,211 were paid to approximately 3,162 eligible employees of Carl's Jr. Restaurants LLC in 2016.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt015610
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Wells Fargo Bank
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt015610
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/GrossReceiptsAmt04672
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04672
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/NetAssetsOrFundBalancesBOYAmt0768383
IRS990/NetAssetsOrFundBalancesEOYAmt0138984
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016
IRS990/OtherAssetsTotalGrp/EOYAmt0145
IRS990/OtherChangesInNetAssetsAmt0395750
IRS990/OtherLiabilitiesGrp/BOYAmt01076355
IRS990/OtherLiabilitiesGrp/EOYAmt0680605
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0REESE STEWART
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01601396
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02029
IRS990/PYOtherExpensesAmt018630
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01671820
IRS990/PYRevenuesLessExpensesAmt053823
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01620026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01673849
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1025149
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01844722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0819444
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0395750
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01029821
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0395750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0680605
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0accrued vacation benefits payable
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04672
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with guidance on accounting for uncertainty in income taxes (ASC 740-10), 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/ExplanationTxt1net change in benefit obligations 395750.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01029821
IRS990ScheduleD/TotalLiabilityAmt0680605
IRS990ScheduleD/TotalRevenuePerForm990Amt04672
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04672
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01425571
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 Wells Fargo Bank 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/ExplanationTxt6Wells Fargo Bank - 707 Wilshire Blvd MAC E2818-19A, Los Angeles, CA 90017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Net change in benefit obligation 395750.
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/AddressLine1Txt01325 N Anaheim Blvd
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Anaheim
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd091109
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/AddressLine1Txt01325 N Anaheim Blvd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Anaheim
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0928011202
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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01844738
IRS990/TotalAssetsEOYAmt0819589
IRS990/TotalAssetsGrp/BOYAmt01844738
IRS990/TotalAssetsGrp/EOYAmt0819589
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01029821
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01076355
IRS990/TotalLiabilitiesEOYAmt0680605
IRS990/TotalLiabilitiesGrp/BOYAmt01076355
IRS990/TotalLiabilitiesGrp/EOYAmt0680605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0768383
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0138984
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt015610
IRS990/TotalRevenueGrp/ExclusionAmt04672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04672
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01844738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0819589
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01325 N ANAHEIM BLVD
IRS990/USAddress/CityNm0ANAHEIM
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0928011202
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0n/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REESE STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP, CHIEF ACCOUNTING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07142544660
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL'S JR RESTAURANTS LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0330542288
ReturnHeader/Filer/PhoneNum07142544660
ReturnHeader/Filer/USAddress/AddressLine1Txt01325 N ANAHEIM BLVD
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0928011202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD70A47BC6E3E4A2FFD4CA3074ABBA968CB2467B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD70A47BC6E3E4A2FFD4CA3074ABBA968CB2467B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.166.249.209
ReturnHeader/FilingSecurityInformation/IPDt02017-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:15:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03100 Zinfandel Drive Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Cordova
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956706062
ReturnHeader/PreparerPersonGrp/PhoneNum09165038100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy S Paglia
ReturnHeader/ReturnTs02017-10-24T17:32:17-05:00
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
$819,589
Liabilities
$680,605
Net assets
$138,984
Revenue
$4,672
Expenses
$1,029,821
Net income
-$1,025,149
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