Civic Intelligence

Carl'S Jr Restaurants LLC

990 • Fiscal year 2018 • EIN 33-0542288

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

Organization ProfileN/A

View Organization Page

6700 Tower Circle No 1000Franklin, TN 37067

(615) 538-9400

Siviq Scores

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

Liabilities / Assets

90th percentile

0.42x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

1.31x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Net Margin

17th percentile

-20%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$7,646

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Asset Growth

31st percentile

-6.1%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$714,653

Down $46,780 (-6.1%) from 2017

Net Assets

Up

$413,246

Up $157,674 (+62%) from 2017

Liabilities

Down

$301,407

Down $204,454 (-40%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin17th percentile

Revenue

Down

$230,770

Down $359,198 (-61%) from 2017

Expenses

Down

$277,550

Down $370,574 (-57%) from 2017

Net Income

Up

-$46,780

Up $11,376 (+20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2018

Assets$714,653
Liabilities$301,407
Net Assets$413,246
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

2018

Revenue$230,770
Expenses$277,550
Net Income-$46,780
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$230,770
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$761,040$714,044▼ $46,996
Cap Stk Tr Prin Current Funds$255,572$413,246▲ $157,674
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$761,433$714,653▼ $46,780
Other Assets Total$393$609▲ $216
Liabilities
Other Liabilities$505,861$301,407▼ $204,454
Total Liabilities$505,861$301,407▼ $204,454
Net Assets / Fund Balance
Total Net Assets Fund Balance$255,572$413,246▲ $157,674
Total Liabilities and Net Assets / Fund Balance$761,433$714,653▼ $46,780
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleBaseTotal
-Trustee$7,646$7,646
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$225,000
Investment Income
$5,770
Other Revenue
$0
Change in Net Assets
$-46,780

Audited Revenue Reconciliation

Revenue per Audited Statements
$230,770
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$230,770
Total Revenue per Form 990
$230,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,646
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---$269,904
Current Officers, Directors, Trustees, and Key Employees---$7,646
Total Functional Expenses$0$0$0$277,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$277,550
Total Expenses per Form 990$277,550
Total Expenses per Audited Statements$73,096
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-204,454
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$301,407
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 - 100 w washington st mac s4101-228, phoenix, az 85003.”

Filing and Contact Details

Filer

Filer Name
CARL'S JR RESTAURANTS LLC
EIN
33-0542288
Phone
6155389400
Address
6700 TOWER CIRCLE NO 1000, FRANKLIN, TN 37067

Signing Officer

Name
Charles Jemley
Title
CFO
Phone
6155389400
Signed
2019-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Jemley
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
Tracy S Paglia
Phone
9165038100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net decrease in accrued vacation benefits payable 204,454.”

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, 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 decrease in accrued vacation benefits payable -204,454.”

Raw XML Appendix314 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 BENEFIT PLAN PROVIDES VACATION BENEFITS TO ELIGIBLE HOURLY RESTAURANT EMPLOYEES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0269904
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CKE RESTAURANTS HOLDINGS INC
IRS990/BooksInCareOfDetail/PhoneNum06155383312
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06700 TOWER CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037067
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0255572
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0413246
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07646
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0269904
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05770
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0225000
IRS990/CYRevenuesLessExpensesAmt0-46780
IRS990/CYSalariesCompEmpBnftPaidAmt07646
IRS990/CYTotalExpensesAmt0277550
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0230770
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0VACATION BENEFITS OF $269,904 WERE PAID TO 493 ELIGIBLE EMPLOYEES OF CARL'S JR. RESTAURANTS LLC DURING 2018.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07646
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/GrossReceiptsAmt0230770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05770
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05770
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/NetAssetsOrFundBalancesBOYAmt0255572
IRS990/NetAssetsOrFundBalancesEOYAmt0413246
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0393
IRS990/OtherAssetsTotalGrp/EOYAmt0609
IRS990/OtherChangesInNetAssetsAmt0204454
IRS990/OtherLiabilitiesGrp/BOYAmt0505861
IRS990/OtherLiabilitiesGrp/EOYAmt0301407
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES JEMLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0722513
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0225000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0225000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0637846
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04008
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0585960
IRS990/PYRevenuesLessExpensesAmt0-58156
IRS990/PYSalariesCompEmpBnftPaidAmt010278
IRS990/PYTotalExpensesAmt0648124
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0589968
IRS990/ReconcilationRevenueExpnssAmt0-46780
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0761040
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0714044
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-204454
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0277550
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0-204454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0301407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0230770
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN 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/ExplanationTxt1NET DECREASE IN ACCRUED VACATION BENEFITS PAYABLE -204,454.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0277550
IRS990ScheduleD/TotalLiabilityAmt0301407
IRS990ScheduleD/TotalRevenuePerForm990Amt0230770
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0230770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt073096
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 - 100 W WASHINGTON ST MAC S4101-228, PHOENIX, AZ 85003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET DECREASE IN ACCRUED VACATION BENEFITS PAYABLE 204,454.
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/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0714653
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IRS990/TotalCompGreaterThan150KInd00
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL'S JR RESTAURANTS LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION BENEFIT PLAN TRUST
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ReturnHeader/FilingSecurityInformation/IPDt02019-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:44:56
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/PreparationDt02019-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY S PAGLIA
ReturnHeader/ReturnTs02019-10-25T11:14:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$714,653
Liabilities
$301,407
Net assets
$413,246
Revenue
$230,770
Expenses
$277,550
Net income
-$46,780
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