Civic Intelligence

Pds Veba Trust

990 • Fiscal year 2016 • EIN 47-6637312

Dec 01, 2015 to Nov 30, 2016 • Filed on Oct 12, 2017

Organization ProfileWWW.PACIFICDENTALSERVICES.COM

View Organization Page

17000 Redhill AvenueIrvine, CA 92614

(714) 845-8500

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.00x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

100th percentile

$1,331,221

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

99th percentile

591%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

22%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$221

Down $123,451 (-100%) from 2015

Net Assets

Up

$221

Up $187 (+550%) from 2015

Liabilities

Down

$0

Down $123,638 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin37th percentile

Revenue

Up

$34,509,368

Up $6,126,375 (+22%) from 2015

Expenses

Up

$34,509,180

Up $6,126,221 (+22%) from 2015

Net Income

Up

$188

Up $154 (+453%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$150K$100K$50K$0Assets 2015: $123,672Liabilities 2015: $123,638Net Assets 2015: $342015Assets 2016: $221Liabilities 2016: $0Net Assets 2016: $2212016Assets 2017: $592Liabilities 2017: $0Net Assets 2017: $5922017Assets 2018: $2,110Liabilities 2018: $0Net Assets 2018: $2,1102018Assets 2019: $4,708Liabilities 2019: $0Net Assets 2019: $4,7082019Assets 2020: $73,894Liabilities 2020: $0Net Assets 2020: $73,8942020Assets 2021: $73,948Liabilities 2021: $0Net Assets 2021: $73,9482021Assets 2024: $84,844Liabilities 2024: $0Net Assets 2024: $84,8442024

Highlighted filing

2016

Assets$221
Liabilities$0
Net Assets$221
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Revenue 2015: $28,382,993Expenses 2015: $28,382,959Net Income 2015: $342015Revenue 2016: $34,509,368Expenses 2016: $34,509,180Net Income 2016: $1882016Revenue 2017: $39,161,508Expenses 2017: $39,161,137Net Income 2017: $3712017Revenue 2018: $49,308,188Expenses 2018: $49,306,671Net Income 2018: $1,5172018Revenue 2019: $56,961,073Expenses 2019: $56,958,474Net Income 2019: $2,5992019Revenue 2020: $62,750,061Expenses 2020: $62,680,875Net Income 2020: $69,1862020Revenue 2021: $67,610,972Expenses 2021: $67,610,918Net Income 2021: $542021Revenue 2024: $37,383,657Expenses 2024: $37,377,801Net Income 2024: $5,8562024

Highlighted filing

2016

Revenue$34,509,368
Expenses$34,509,180
Net Income$188
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Oct 12, 2017
Return Version
2015v3.0
Gross Receipts
$34,493,625
Mission and Program Overview

Mission

Established benefit trust plan to provide health and welfare benefits to employers who are eligible for coverage

To fund contributions in connection with certain sickness, accident, life, disability or other welfare benefit plans of the company or an affiliate of the company, and to comply with applicable provisions of the employee retirement income security act of 1974 (erisa).

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$123,638$107,896▼ $15,742
Savings and Temporary Cash Investments$34$221▲ $187
Rtn Earn Endowment Incm Other Fnds$34$221▲ $187
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$123,672$108,117▼ $15,555
Liabilities
Accounts Payable and Accrued Expenses$123,638$107,896▼ $15,742
Total Liabilities$123,638$107,896▼ $15,742
Net Assets / Fund Balance
Total Net Assets Fund Balance$34$221▲ $187
Total Liabilities and Net Assets / Fund Balance$123,672$108,117▼ $15,555
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Dan BurkeTrustee
Deborah CameronTrustee
Emilio MariolisTrustee
Jennifer BryantTrustee
Brady AasePlan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Alliant Insurance ServicesContract Administrator1301 DOVE STREET SUITE 200, Newport Beach, CA 92660$458,071
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,493,434
Investment Income
$191
Other Revenue
$0
Change in Net Assets
$187

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,493,625
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$34,493,625
Total Revenue per Form 990
$34,493,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$477,559
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---$34,015,879
Fees for Services Management---$477,559
Total Functional Expenses$0$0$0$34,493,438

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,493,438
Total Expenses per Audited Statements$34,493,438
Total Expenses per Form 990$34,493,438
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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

Form 990, Part VI, Section B, Line 11

“No review of the form 990 will be conducted.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are avalable on the department of labor website and to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pds Voluntary Employees Association
EIN
47-6637312
Phone
7148458500
Address
17000 REDHILL AVENUE, IRVINE, CA 92614

Signing Officer

Name
Brady Aase
Title
Plan Administrator
Phone
7148458500
Signed
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brady Aase
Formed
2014
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust, funding certain benefits of the plan, received an exemption letter from the internal revenue service dated april 11, 2016, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2016 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the federal and state taxing authorities. 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 403 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/AccountsPayableAccrExpnssGrp/BOYAmt0123638
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0107896
IRS990/AccountsReceivableGrp/BOYAmt0123638
IRS990/AccountsReceivableGrp/EOYAmt0107896
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND CONTRIBUTIONS IN CONNECTION WITH CERTAIN SICKNESS, ACCIDENT, LIFE, DISABILITY OR OTHER WELFARE BENEFIT PLANS OF THE COMPANY OR AN AFFILIATE OF THE COMPANY, AND TO COMPLY WITH APPLICABLE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt034015879
IRS990/BooksInCareOfDetail/PersonNm0ERIC J SCHLOSSBERG
IRS990/BooksInCareOfDetail/PhoneNum02136145338
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0707 WILSHIRE BLVD 19TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0458071
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01301 DOVE STREET SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEWPORT BEACH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092660
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ALLIANT INSURANCE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt034015879
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0191
IRS990/CYOtherExpensesAmt0477559
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt034493434
IRS990/CYRevenuesLessExpensesAmt0187
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt034493438
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034493625
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO FUND CONTRIBUTIONS IN CONNECTION WITH CERTAIN SICKNESS, ACCIDENT, LIFE, DISABILITY OR OTHER WELFARE BENEFIT PLANS OF THE COMPANY OR AN AFFILIATE OF THE COMPANY, AND TO COMPLY WITH APPLICABLE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt0477559
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO NA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt017250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt325728
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt49448
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BRADY AASE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm4EMILIO MARIOLIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01031363
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11312721
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2404845
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3337533
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4360981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt034493625
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0191
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0191
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES (WITH AT LEAST 32 HOURS OF WORK PER WEEK OR LICENSED TO PRACTICE DENTISTRY AND WORKS A MINIMUM OF 4 DAYS PER WEEK; EXCLUDES TEMPORARY, ON-CALL, INTERN, SEASONAL, NON-RESIDENT ALIEN, AND UNION EMPLOYEES) OF PACIFIC DENTAL SERVICES, LLC AND COVERED DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034
IRS990/NetAssetsOrFundBalancesEOYAmt0221
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRADY AASE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020978869
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113514565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020978869
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113514565
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027839045
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025
IRS990/PYOtherExpensesAmt0543914
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028382968
IRS990/PYRevenuesLessExpensesAmt034
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt028382959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028382993
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0187
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt034
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0221
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt034493438
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt034493625
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST, FUNDING CERTAIN BENEFITS OF THE PLAN, RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED APRIL 11, 2016, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2016 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt034493438
IRS990ScheduleD/TotalRevenuePerForm990Amt034493625
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt034493625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034493438
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0795412
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt11038236
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt2194734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt3153453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt4175740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0228316
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1265902
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2203039
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3177175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4178994
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt017250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt118500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt217250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt325728
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt49448
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt07635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt18583
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt27072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt36905
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt46247
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRADY AASE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAN BURKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JENNIFER BRYANT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DEBORAH CAMERON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4EMILIO MARIOLIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01048613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11331221
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2422095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3363261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4370429
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW OF THE FORM 990 WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVALABLE ON THE DEPARTMENT OF LABOR WEBSITE AND TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0330681491
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0DENTAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PDS DENTAL SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt017000 RED HILL AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0IRVINE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092614
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0123672
IRS990/TotalAssetsEOYAmt0108117
IRS990/TotalAssetsGrp/BOYAmt0123672
IRS990/TotalAssetsGrp/EOYAmt0108117
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt034493438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0123638
IRS990/TotalLiabilitiesEOYAmt0107896
IRS990/TotalLiabilitiesGrp/BOYAmt0123638
IRS990/TotalLiabilitiesGrp/EOYAmt0107896
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0221
IRS990/TotalOtherCompensationAmt088176
IRS990/TotalProgramServiceRevenueAmt034493434
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0191
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034493434
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034493625
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0123672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0108117
IRS990/TotReportableCompRltdOrgAmt03447443
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017000 REDHILL AVENUE
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092614
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PACIFICDENTALSERVICES.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADY AASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07148458500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PDS VOLUNTARY EMPLOYEES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PDSV
ReturnHeader/Filer/EIN0476637312
ReturnHeader/Filer/PhoneNum07148458500
ReturnHeader/Filer/USAddress/AddressLine1Txt017000 REDHILL AVENUE
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908010087
ReturnHeader/PreparerPersonGrp/PhoneNum05624351191
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONITA M JOSEPH
ReturnHeader/ReturnTs02017-10-13T17:29:03-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221
Liabilities
$0
Net assets
$221
Revenue
$34,509,368
Expenses
$34,509,180
Net income
$188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$37.4$37.4$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$67.6$67.6$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$62.8$62.7$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$57.0$57.0$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$49.3$49.3$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$39.2$39.2$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$34.5$34.5$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.00$28.4$28.4$0.00