Civic Intelligence

Jesuit High School Early Retiree Health Insurance Program

EIN 33-1111227 • 501(c)9

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,286

Down $1,210 (-8.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$13,286

Down $1,210 (-8.3%) from 2016

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Down

$1,210

Down $867 (-42%) from 2016

Net Income

Up

-$1,210

Up $867 (+42%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2015: $11,950Liabilities 2015: $42Net Assets 2015: $11,9082015Assets 2016: $14,496Net Assets 2016: $14,4962016Assets 2017: $13,286Net Assets 2017: $13,2862017

Highlighted filing

2017

Assets$13,286
Liabilities-
Net Assets$13,286
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2015: $15,569Expenses 2015: $838,122Net Income 2015: -$822,5532015Revenue 2016: $0Expenses 2016: $2,077Net Income 2016: -$2,0772016Revenue 2017: $0Expenses 2017: $1,210Net Income 2017: -$1,2102017

Highlighted filing

2017

Revenue$0
Expenses$1,210
Net Income-$1,210
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$13,286
Liabilities
-
Net assets
$13,286
Revenue
$0
Expenses
$1,210
Net income
-$1,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.00$0.01$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.00$0.02$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.16$8.38$8.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 12, 2018
Return Version
2017v2.2
Mission and Program Overview

Mission

To provide health insurance for retirees of Jesuit High School

Program Services

DescriptionGrantsExpenses
Provided health benefits to retirees by the purchase of insurance--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David ZielkeChairman-$0--
Keegan SmithVice Chair-$0--
Tim WarrenTrustee-$0--
Julie WinklemanTreasurer-$0--
Sharon TobarCFO-$0--
Richard P ShanahanTrustee-$0--
Diane SabonisSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jesuit High School Early Retiree Health
EIN
33-1111227
Phone
9164826060
Address
1200 Jacob Lane, Carmichael, CA 95608

Signing Officer

Name
David Zielke
Title
Chairman
Signed
2018-04-12
Discuss with paid preparer
Yes

Preparer

Firm
John Waddell & Co CPAs
Address
3416 American River Drive A, Sacramento, CA 95864
Preparer
Debbie McCardle Ask CPA
Phone
9164882460
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $10”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Julie Winkleman
IRS990EZ/BooksInCareOfDetail/PhoneNum09164826060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 Jacob Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmichael
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0956086024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013286
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1210
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013286
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014496
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014496
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Zielke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Keegan Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tim Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Winkleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sharon Tobar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Richard P Shanahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Diane Sabonis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide health insurance for retirees of Jesuit High School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided health benefits to retirees by the purchase of insurance
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01210
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Zielke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jesuit High School Early Retiree Health
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Insurance Program
ReturnHeader/Filer/BusinessNameControlTxt0JESU
ReturnHeader/Filer/EIN0331111227
ReturnHeader/Filer/PhoneNum09164826060
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 Jacob Lane
ReturnHeader/Filer/USAddress/CityNm0Carmichael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942329070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Waddell & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03416 American River Drive A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09164882460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie McCardle Ask CPA
ReturnHeader/ReturnTs02018-04-12T13:00:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits