Civic Intelligence

Western Municipal Water District Veba Trust

EIN 35-6768209 • 501(c)9 • Riverside, CA

Profile

To provide health care benefits to retired employees of western municipal water district a public entity.

14205 Meridian ParkwayRiverside, CA 92518

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$25,701

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

7.3%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-10%

Faster revenue growth than 14% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$22,854,986

Up $1,563,076 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$22,854,986

Up $1,563,076 (+7.3%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin85th percentile

Revenue

Down

$987,218

Down $114,708 (-10%) from 2023

Expenses

Down

$573,145

Down $20,334 (-3.4%) from 2023

Net Income

Down

$414,073

Down $94,374 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$30M$20M$10M$0Assets 2021: $23,245,371Liabilities 2021: $0Net Assets 2021: $23,245,3712021Assets 2022: $20,136,113Liabilities 2022: $0Net Assets 2022: $20,136,1132022Assets 2023: $21,291,910Liabilities 2023: $0Net Assets 2023: $21,291,9102023Assets 2024: $22,854,986Liabilities 2024: $0Net Assets 2024: $22,854,9862024

Highlighted filing

2024

Assets$22,854,986
Liabilities$0
Net Assets$22,854,986
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2021: $2,030,206Expenses 2021: $636,808Net Income 2021: $1,393,3982021Revenue 2022: $1,187,662Expenses 2022: $630,046Net Income 2022: $557,6162022Revenue 2023: $1,101,926Expenses 2023: $593,479Net Income 2023: $508,4472023Revenue 2024: $987,218Expenses 2024: $573,145Net Income 2024: $414,0732024

Highlighted filing

2024

Revenue$987,218
Expenses$573,145
Net Income$414,073
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,854,986
Liabilities
$0
Net assets
$22,854,986
Revenue
$987,218
Expenses
$573,145
Net income
$414,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$0.99$0.57$0.41
2023Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$1.10$0.59$0.51
2022Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.19$0.63$0.56
2021Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$2.03$0.64$1.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,855,483
Mission and Program Overview

Mission

To provide health care benefits to retired employees of western municipal water district, a public entity.

To provide retiree health care benefits to employees of western municipal water district a public entity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$21,291,910$22,854,986▲ $1,563,076
Investments in Publicly Traded Securities$21,142,319$22,635,511▲ $1,493,192
Savings and Temporary Cash Investments$58,312$195,171▲ $136,859
Accounts Receivable$91,279$24,304▼ $66,975
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$21,291,910$22,854,986▲ $1,563,076
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,291,910$22,854,986▲ $1,563,076
Total Liabilities and Net Assets / Fund Balance$21,291,910$22,854,986▲ $1,563,076
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleBaseOtherTotal
-PO Box 2043 Milwaukee Wi 53201-2043$16,468$9,233$25,701
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,618
Investment Income
$932,600
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$414,073

Audited Revenue Reconciliation

Revenue per Audited Statements
$920,243
Revenue Not Reported on Financial Statements
$66,975
Revenue Not Reported on Form 990
$1,231,043
Other Revenue Adjustments
$66,975
Total Revenue per Audited Statements
$2,151,286
Total Revenue per Form 990
$987,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,962
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$0--$501,183
Fees for Services Management$0$0$0$22,664
Fees for Service Investment Mgmnt Fees$0$0$0$17,116
Fees for Services Other$0$0$0$16,468
Fees for Services Legal$0$0$0$7,414
Fees for Services Accounting$0$0$0$6,100
Total Functional Expenses$0$0$0$573,145

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$633,575
Total Expenses per Form 990$573,145
Expenses per Audited Statements$533,541
Expenses Not Reported on Form 990$100,034
Expenses Not Reported on Financial Statements$39,604
Other Expense Adjustments$39,604
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
Lobbying 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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 8A

“THE TRUST IS ADMINISTERED AND OPERATED BY ITS TRUSTEE U.S. BANK IN ACCORDANCE WITH THE TRUST AGREEMENT FOR THE TRUST. THEREFORE MEETINGS REFERENCED IN PART VI SECTION A LINES 8a & 8b ARE NOT APPLICABLE TO THE TRUST.”

Part VI, line 9

“| Name of the person:, Address of the person:| US BANK CUSTODIAN, P.O. BOX 2043, MILWAUKEE, WI, 53201-2043|”

Filing and Contact Details

Filer

Filer Name
Western Municipal Water District Veba Trust
EIN
35-6768209
In Care Of
% US BANK TRUSTEE
Phone
9515717100
Address
14205 MERIDIAN PARKWAY, RIVERSIDE, CA 92518

Signing Officer

Name
Carolyn Omalley
Title
Trust Officer
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Isabel Safie
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“| Description:, Explanation:, Amount:| Net Accrued Income, Net Accrued Income, $-66975|”

Financial Statement Notes

Part XI, line 2D

“Result of $55,099 in additional employer contributions per the financial statements and $40,033 in investment expenses per the financial statements”

Part XI, line 4B

“Additional investment expenses recorded in the bank statements”

Part XII, line 2D

“$100,034 in additional member benefits per the financial statements”

Part XII, line 4B

“$39,604 in additional administrative expenses per the bank statements”

Raw XML AppendixShowing 400 of 572 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/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01215978
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
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IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-66975
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Actuary Fee
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OtherExpensesGrp/TotalAmt02200
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IRS990/OtherLiabilitiesGrp/BOYAmt00
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IRS990/OtherRevenueMiscGrp/ExclusionAmt00
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IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
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IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0US BANK TRUSTEE
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER PAYMENT
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0532817
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01046022
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
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IRS990/PYOtherExpensesAmt060662
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IRS990/PYTotalRevenueAmt01101926
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0414073
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
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