Civic Intelligence

Riverside Sheriffs' Association Legal

EIN 33-6200313 • 501(c)5 • Riverside, CA

View Organization Page

Profile

To represent and insure its participants by providing representation for discipline and grievances.

21800 Cactus AveRiverside, CA 92518

www.rcsda.org/legal.html

Siviq Scores

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

Liabilities / Assets

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.04x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

58th percentile

9.4%

Faster revenue growth than 58% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$6,439,327

Up $547,854 (+9.3%) from 2023

Liabilities

Up

$90,571

Up $24,063 (+36%) from 2023

Net Assets

Up

$6,348,756

Up $523,791 (+9.0%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Up

$2,512,415

Up $398,350 (+19%) from 2023

Expenses

Up

$1,904,823

Up $332,396 (+21%) from 2023

Net Income

Up

$607,592

Up $65,954 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $3,284,669Liabilities 2014: $116,013Net Assets 2014: $3,168,6562014Assets 2015: $3,615,268Liabilities 2015: $70,471Net Assets 2015: $3,544,7972015Assets 2016: $3,923,614Liabilities 2016: $162,249Net Assets 2016: $3,761,3652016Assets 2017: $4,236,123Liabilities 2017: $56,409Net Assets 2017: $4,179,7142017Assets 2018: $4,282,862Liabilities 2018: $87,471Net Assets 2018: $4,195,3912018Assets 2019: $4,733,505Liabilities 2019: $51,566Net Assets 2019: $4,681,9392019Assets 2020: $5,441,068Liabilities 2020: $84,070Net Assets 2020: $5,356,9982020Assets 2021: $5,364,711Liabilities 2021: $90,923Net Assets 2021: $5,273,7882021Assets 2022: $5,082,905Liabilities 2022: $84,029Net Assets 2022: $4,998,8762022Assets 2023: $5,891,473Liabilities 2023: $66,508Net Assets 2023: $5,824,9652023Assets 2024: $6,439,327Liabilities 2024: $90,571Net Assets 2024: $6,348,7562024

Highlighted filing

2024

Assets$6,439,327
Liabilities$90,571
Net Assets$6,348,756
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,894,851Expenses 2014: $1,375,618Net Income 2014: $519,2332014Revenue 2015: $1,732,482Expenses 2015: $1,311,731Net Income 2015: $420,7512015Revenue 2016: $1,780,885Expenses 2016: $1,459,126Net Income 2016: $321,7592016Revenue 2017: $1,567,136Expenses 2017: $1,395,422Net Income 2017: $171,7142017Revenue 2018: $1,548,892Expenses 2018: $1,380,079Net Income 2018: $168,8132018Revenue 2019: $1,562,564Expenses 2019: $1,396,692Net Income 2019: $165,8722019Revenue 2020: $1,658,277Expenses 2020: $1,264,609Net Income 2020: $393,6682020Revenue 2021: $1,698,439Expenses 2021: $1,834,932Net Income 2021: -$136,4932021Revenue 2022: $2,100,577Expenses 2022: $1,669,029Net Income 2022: $431,5482022Revenue 2023: $2,114,065Expenses 2023: $1,572,427Net Income 2023: $541,6382023Revenue 2024: $2,512,415Expenses 2024: $1,904,823Net Income 2024: $607,5922024

Highlighted filing

2024

Revenue$2,512,415
Expenses$1,904,823
Net Income$607,592
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,439,327
Liabilities
$90,571
Net assets
$6,348,756
Revenue
$2,512,415
Expenses
$1,904,823
Net income
$607,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.09$6.35$2.51$1.90$0.61
2023Detailed filing. Detailed filing data is available for this year.$5.89$0.07$5.82$2.11$1.57$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.08$0.08$5.00$2.10$1.67$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.09$5.27$1.70$1.83$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.44$0.08$5.36$1.66$1.26$0.39
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.05$4.68$1.56$1.40$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.28$0.09$4.20$1.55$1.38$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.06$4.18$1.57$1.40$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.16$3.76$1.78$1.46$0.32
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.07$3.54$1.73$1.31$0.42
2014Detailed filing. Detailed filing data is available for this year.$3.28$0.12$3.17$1.89$1.38$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$5,273,343
Mission and Program Overview

Mission

To represent and insure its participants by providing representation for discipline and grievances.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,824,965$6,348,756▲ $523,791
Investments in Publicly Traded Securities$5,012,035$5,447,548▲ $435,513
Savings and Temporary Cash Investments$368,972$386,160▲ $17,188
Accounts Receivable$209,459$324,476▲ $115,017
Cash and Non-Interest-Bearing Accounts$263,572$249,791▼ $13,781
Prepaid Expenses and Deferred Charges$17,064$17,121▲ $57
Land, Buildings, and Equipment, Net$20,371$14,231▼ $6,140
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,891,473$6,439,327▲ $547,854
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$50,158$73,551▲ $23,393
Accounts Payable and Accrued Expenses$16,350$17,020▲ $670
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$66,508$90,571▲ $24,063
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,824,965$6,348,756▲ $523,791
Total Liabilities and Net Assets / Fund Balance$5,891,473$6,439,327▲ $547,854

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,231$67,986$82,217
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Frank AndersonOperations and Finance DirectorPT$169,501$169,501
Brett PendletonTreasurer-$1,105$1,105
Summer McgillTrustee-$1,105$1,105
Charles RobertsVice Chairman-$1,020$1,020
James DickeySecretary-$1,020$1,020
Jerry OsterlohChairman-$1,020$1,020
Mark FranksAlternate Trustee-$1,020$1,020
Jon CurtisAlternate Trustee - Past-$595$595
Dario HernandezAlternate Trustee-$425$425
German MiramontesAlternate Trustee-$425$425
Jason HoltkampAlternate Trustee-$425$425
Kirsten ValentichAlternate Trustee-$425$425

Highest Paid Contractors

ContractorServicesLocationCompensation
Frank AndersonOperations & FinancePO BOX 317, Rancho Mirage, CA 92270$169,501
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,047,569
Investment Income
$464,846
Other Revenue
$0
Change in Net Assets
$607,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,512,415
Revenue Not Reported on Form 990
$-83,801
Total Revenue per Audited Statements
$2,428,614
Total Revenue per Form 990
$2,512,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,879
Salaries, Compensation, and Employee Benefits$239,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,283,602
Current Officers, Directors, Trustees, and Key Employees---$177,425
Travel---$99,269
Other Salaries and Wages---$61,917
Office Expenses---$57,933
Occupancy---$50,749
Fees for Service Investment Mgmnt Fees---$49,328
Fees for Services Legal---$40,400
Fees for Services Accounting---$37,688
Insurance---$20,748
Information Technology---$13,192
Other Expenses---$7,751
Total Functional Expenses$0$0$0$1,904,823

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,904,823
Total Expenses per Audited Statements$1,904,823
Total Expenses per Form 990$1,904,823
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$73,551
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“form 990 was distributed to all trustees and reviewed during the board of trustee meeting before it was filed.”

part VI, line 12C:

“trustees are required to notify the board of trustees of any changes in their interest that could give rise to conflicts.”

part VI, lines 15A and 15B:

“members of the governing body do not receive compensation.”

part VI, line 19:

“trust's plan document and any other governing documents, conflict of interest policy, and financial statements are maintained at the trust office and are available upon request. additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis.”

Part VI, Line 8B:

“The trust does not have any committees that act on behalf of its governing body.”

PART VII, LINE 8:

“Jon curtis, alternate trustee, resigned effective july 2024”

Filing and Contact Details

Filer

Filer Name
Riverside Sheriffs' Association Legal
EIN
33-6200313
In Care Of
% KELLY BUELL
Phone
9516535152
Address
21800 Cactus Ave, Riverside, CA 92518

Signing Officer

Name
Frank Anderson
Title
Finance Director
Phone
9516535152
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
frank anderson
Formed
1997
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The Plan is tax-exempt under Internal Revenue Code Section 501(c)(5) and from the state of California under Revenue and Taxation Code Section 23701a; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 555 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm10German Miramontes
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0OPERATIONS AND FINANCE DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt8Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Alternate Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0320112
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03081040
IRS990/GrossReceiptsAmt05273343
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt013192
IRS990/InsuranceGrp/TotalAmt020748
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0144734
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0144734
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05012035
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05447548
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067986
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020371
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014231
IRS990/LandBldgEquipCostOrOtherBssAmt082217
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02760928
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO REPRESENT AND INSURE ITS PARTICIPANTS BY PROVIDING REPRESENTATION FOR DISCIPLINE AND GRIEVANCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt05824965
IRS990/NetAssetsOrFundBalancesEOYAmt06348756
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0320112
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0320112
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-83801
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt050749
IRS990/OfficeExpensesGrp/TotalAmt057933
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1DEPRECIATION
IRS990/OtherExpensesGrp/TotalAmt04821
IRS990/OtherExpensesGrp/TotalAmt17751
IRS990/OtherLiabilitiesGrp/BOYAmt050158
IRS990/OtherLiabilitiesGrp/EOYAmt073551
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt061917
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017064
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017121
IRS990/PrincipalOfficerNm0frank anderson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02047569
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02047569
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01053273
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0125660
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0294252
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01988405
IRS990/PYRevenuesLessExpensesAmt0541638
IRS990/PYSalariesCompEmpBnftPaidAmt0224902
IRS990/PYTotalExpensesAmt01572427
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02114065
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0607592
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05824965
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06348756
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0368972
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0386160
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt014231
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067986
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082217
IRS990ScheduleD/ExpensesSubtotalAmt01904823
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-83801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt073551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-83801
IRS990ScheduleD/RevenueSubtotalAmt02512415
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan is tax-exempt under Internal Revenue Code Section 501(c)(5) and from the state of California under Revenue and Taxation Code Section 23701a; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014231
IRS990ScheduleD/TotalExpensesPerForm990Amt01904823
IRS990ScheduleD/TotalLiabilityAmt073551
IRS990ScheduleD/TotalRevenuePerForm990Amt02512415
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02428614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01904823
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0169501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FRANK ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0OPERATIONS AND FINANCE DIR.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0169501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0form 990 was distributed to all trustees and reviewed during the board of trustee meeting before it was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1trustees are required to notify the board of trustees of any changes in their interest that could give rise to conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2members of the governing body do not receive compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3trust's plan document and any other governing documents, conflict of interest policy, and financial statements are maintained at the trust office and are available upon request. additionally, copies of financial statements are distributed to the trustees of the plan on a regular basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF ITS GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5JON CURTIS, ALTERNATE TRUSTEE, RESIGNED EFFECTIVE JULY 2024
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1part vi, line 12c:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2part vi, lines 15a and 15b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3part vi, line 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI, Line 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, LINE 8:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

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