Civic Intelligence

Exchange Bank Health & Welfare

EIN 68-0276662 • 501(c)9 • Santa Rosa, CA

Profile

The veba was formed to provide funding for premiums for health insurance coverage and/or other welfare benefits for retired employees of exchange bank.

545 4th StreetSanta Rosa, CA 95401

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

6th percentile

-163%

Higher net margin than 6% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$5,298,278

Down $342,826 (-6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,298,278

Down $342,826 (-6.1%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin6th percentile

Revenue

Down

$279,439

Down $703,909 (-72%) from 2023

Expenses

Up

$627,380

Up $56,958 (+10.0%) from 2023

Net Income

Down

-$347,941

Down $760,867 (-184%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,686,921Liabilities 2011: $0Net Assets 2011: $1,686,9212011Assets 2012: $3,060,913Liabilities 2012: $0Net Assets 2012: $3,060,9132012Assets 2013: $2,875,798Liabilities 2013: $0Net Assets 2013: $2,875,7982013Assets 2014: $2,625,990Liabilities 2014: $0Net Assets 2014: $2,625,9902014Assets 2015: $2,524,336Liabilities 2015: $0Net Assets 2015: $2,524,3362015Assets 2016: $2,270,633Liabilities 2016: $0Net Assets 2016: $2,270,6332016Assets 2017: $1,969,657Liabilities 2017: $0Net Assets 2017: $1,969,6572017Assets 2018: $1,786,751Liabilities 2018: $0Net Assets 2018: $1,786,7512018Assets 2019: $2,200,763Liabilities 2019: $0Net Assets 2019: $2,200,7632019Assets 2020: $4,121,402Liabilities 2020: $0Net Assets 2020: $4,121,4022020Assets 2021: $5,890,704Liabilities 2021: $0Net Assets 2021: $5,890,7042021Assets 2022: $5,520,762Liabilities 2022: $0Net Assets 2022: $5,520,7622022Assets 2023: $5,641,104Liabilities 2023: $0Net Assets 2023: $5,641,1042023Assets 2024: $5,298,278Liabilities 2024: $0Net Assets 2024: $5,298,2782024

Highlighted filing

2024

Assets$5,298,278
Liabilities$0
Net Assets$5,298,278
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $123,903Expenses 2011: $353,441Net Income 2011: -$229,5382011Revenue 2012: $1,714,527Expenses 2012: $340,535Net Income 2012: $1,373,9922012Revenue 2013: $288,363Expenses 2013: $473,478Net Income 2013: -$185,1152013Revenue 2014: $229,681Expenses 2014: $479,489Net Income 2014: -$249,8082014Revenue 2015: $333,296Expenses 2015: $434,950Net Income 2015: -$101,6542015Revenue 2016: $278,336Expenses 2016: $532,039Net Income 2016: -$253,7032016Revenue 2017: $265,944Expenses 2017: $566,920Net Income 2017: -$300,9762017Revenue 2018: $388,480Expenses 2018: $570,628Net Income 2018: -$182,1482018Revenue 2019: $1,042,570Expenses 2019: $627,046Net Income 2019: $415,5242019Revenue 2020: $2,284,181Expenses 2020: $362,796Net Income 2020: $1,921,3852020Revenue 2021: $2,910,752Expenses 2021: $1,145,508Net Income 2021: $1,765,2442021Revenue 2022: $396,878Expenses 2022: $748,949Net Income 2022: -$352,0712022Revenue 2023: $983,348Expenses 2023: $570,422Net Income 2023: $412,9262023Revenue 2024: $279,439Expenses 2024: $627,380Net Income 2024: -$347,9412024

Highlighted filing

2024

Revenue$279,439
Expenses$627,380
Net Income-$347,941
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,298,278
Liabilities
$0
Net assets
$5,298,278
Revenue
$279,439
Expenses
$627,380
Net income
-$347,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.28$0.63$0.35
2023Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.98$0.57$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.40$0.75$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$2.91$1.15$1.77
2020Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$2.28$0.36$1.92
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.04$0.63$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.39$0.57$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.27$0.57$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.28$0.53$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.33$0.43$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.23$0.48$0.25
2013Summary only. Only limited summary data is available for this year.$2.88$0.00$2.88$0.29$0.47$0.19
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$3.06$1.71$0.34$1.37
2011Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$0.12$0.35$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$279,439
Mission and Program Overview

Mission

The veba was formed to provide funding for premiums for health insurance coverage and/or other welfare benefits for retired employees of exchange bank.

The veba was formed to provide funding for premiums for health insurance coverage (cont. On sch o) and/or other welfare benefits for retired employees of exchange bank.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,641,104--
Savings and Temporary Cash Investments-$5,298,278-
Cap Stk Tr Prin Current Funds$5,641,104$5,298,278▼ $342,826
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,641,104$5,298,278▼ $342,826
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,641,104$5,298,278▼ $342,826
Total Liabilities and Net Assets / Fund Balance$5,641,104$5,298,278▼ $342,826
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$279,439
Other Revenue
$0
Change in Net Assets
$-347,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,239
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---$465,141
Other Expenses---$445
Total Functional Expenses$0$0$0$627,380
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
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

FORM 990, PART VI, SECTION A, LINE 1A, LINE 1B, LINE 8A, AND LINE 8B:

“Exchange bank serves as the sole directed trustee of exchange bank health & welfare plan trust ("trust"). The trust is administered by the retirement committee of the trustee in accordance with the terms of the trust agreement. The retirement committee of the trustee keeps contemporaneous minutes of its meetings.”

Form 990, Part VI, Section B, Line 11B

“Grant thornton advisors llc and the trustee's finance staff work together to gather the required tax information necessary to complete the tax returns. The initial draft return is reviewed by grant thornton and the trustee's finance staff. After the return is discussed and reviewed, recommended changes are reflected on the return. The return is then distributed to the retirement committee of the trustee prior to the return being filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 15

“The veba does not have officers or employees, therefore, no processes related to employee compensation are in place. As such, these questions are not applicable.”

Form 990, Part VI, Section C, Line 19

“Form 1024 and form 990 are available upon request from the human resources department of the trustee.”

Filing and Contact Details

Filer

Filer Name
Exchange Bank Health & Welfare
EIN
68-0276662
Phone
7075243000
Address
545 4TH STREET, SANTA ROSA, CA 95401

Signing Officer

Name
Shari Demaris
Title
Chief Operating Officer
Phone
7075243000
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shari Demaris
Formed
1991
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Grant Thornton Advisors LLC
Address
53 STATE STREET SUITE 1600, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Timing difference: 5,115.”

Raw XML Appendix263 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 VEBA WAS FORMED TO PROVIDE FUNDING FOR PREMIUMS FOR HEALTH INSURANCE COVERAGE (CONT. ON SCH O) AND/OR OTHER WELFARE BENEFITS FOR RETIRED EMPLOYEES OF EXCHANGE BANK.
IRS990/BenefitsToMembersGrp/TotalAmt0465141
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXCHANGE BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum07075243000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0545 4TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05641104
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05298278
IRS990/CashNonInterestBearingGrp/BOYAmt05641104
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0465141
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0279439
IRS990/CYOtherExpensesAmt0162239
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-347941
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0627380
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0279439
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE VEBA PROVIDES FUNDING FOR PREMIUMS FOR HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0EXCHANGE BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0279439
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0279439
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0279439
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE VEBA WAS FORMED TO PROVIDE FUNDING FOR PREMIUMS FOR HEALTH INSURANCE COVERAGE AND/OR OTHER WELFARE BENEFITS FOR RETIRED EMPLOYEES OF EXCHANGE BANK.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05641104
IRS990/NetAssetsOrFundBalancesEOYAmt05298278
IRS990/NetUnrelatedBusTxblIncmAmt0249121
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt05115
IRS990/OtherExpensesGrp/Desc0FED UBIT TAX PAYMENTS
IRS990/OtherExpensesGrp/Desc1STATE UBIT TAX PAYMENTS
IRS990/OtherExpensesGrp/Desc2PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt0135456
IRS990/OtherExpensesGrp/TotalAmt126338
IRS990/OtherExpensesGrp/TotalAmt2445
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHARI DEMARIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0530018
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0273958
IRS990/PYOtherExpensesAmt040404
IRS990/PYOtherRevenueAmt0709390
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0412926
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0570422
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0983348
IRS990/ReconcilationRevenueExpnssAmt0-347941
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05298278
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXCHANGE BANK SERVES AS THE SOLE DIRECTED TRUSTEE OF EXCHANGE BANK HEALTH & WELFARE PLAN TRUST ("TRUST"). THE TRUST IS ADMINISTERED BY THE RETIREMENT COMMITTEE OF THE TRUSTEE IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. THE RETIREMENT COMMITTEE OF THE TRUSTEE KEEPS CONTEMPORANEOUS MINUTES OF ITS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANT THORNTON ADVISORS LLC AND THE TRUSTEE'S FINANCE STAFF WORK TOGETHER TO GATHER THE REQUIRED TAX INFORMATION NECESSARY TO COMPLETE THE TAX RETURNS. THE INITIAL DRAFT RETURN IS REVIEWED BY GRANT THORNTON AND THE TRUSTEE'S FINANCE STAFF. AFTER THE RETURN IS DISCUSSED AND REVIEWED, RECOMMENDED CHANGES ARE REFLECTED ON THE RETURN. THE RETURN IS THEN DISTRIBUTED TO THE RETIREMENT COMMITTEE OF THE TRUSTEE PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA DOES NOT HAVE OFFICERS OR EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE. AS SUCH, THESE QUESTIONS ARE NOT APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 1024 AND FORM 990 ARE AVAILABLE UPON REQUEST FROM THE HUMAN RESOURCES DEPARTMENT OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIMING DIFFERENCE: 5,115.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A, LINE 1B, LINE 8A, AND LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0940463800
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BANKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EXCHANGE BANK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0545 4TH STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SANTA ROSA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095401
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05641104
IRS990/TotalAssetsEOYAmt05298278
IRS990/TotalAssetsGrp/BOYAmt05641104
IRS990/TotalAssetsGrp/EOYAmt05298278
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0627380
IRS990/TotalGrossUBIAmt0279439
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05641104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05298278
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279439
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0279439
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05641104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05298278
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0545 4TH STREET
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095401
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARI DEMARIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF OPERATING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075243000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCHANGE BANK HEALTH & WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0EXCH
ReturnHeader/Filer/EIN0680276662
ReturnHeader/Filer/PhoneNum07075243000
ReturnHeader/Filer/USAddress/AddressLine1Txt0545 4TH STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991856619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177237900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN COUTURE
ReturnHeader/ReturnTs02025-05-06T17:10:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.