Civic Intelligence

California Water Service Co Veba For

EIN 68-0675310 • 501(c)9 • San Jose, CA

Profile

The veba is used to pay for the cost of post-retirement medical, dental and vision benefits to members and their qualified dependents of a collective bargaining unit.

1720 North First StreetSan Jose, CA 95112-4508

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$7,250

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

46th percentile

5.7%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

44%

Faster revenue growth than 92% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$55,579,973

Up $3,004,002 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$55,579,973

Up $3,004,002 (+5.7%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin89th percentile

Revenue

Up

$4,182,789

Up $1,272,910 (+44%) from 2023

Expenses

Down

$2,509,729

Down $63,363 (-2.5%) from 2023

Net Income

Up

$1,673,060

Up $1,336,273 (+397%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$60M$40M$20M$0Assets 2017: $37,028,586Liabilities 2017: $0Net Assets 2017: $37,028,5862017Assets 2018: $35,351,001Liabilities 2018: $0Net Assets 2018: $35,351,0012018Assets 2019: $43,583,287Liabilities 2019: $0Net Assets 2019: $43,583,2872019Assets 2020: $48,975,351Liabilities 2020: $0Net Assets 2020: $48,975,3512020Assets 2021: $56,277,531Liabilities 2021: $0Net Assets 2021: $56,277,5312021Assets 2022: $47,331,236Liabilities 2022: $0Net Assets 2022: $47,331,2362022Assets 2023: $52,575,971Liabilities 2023: $0Net Assets 2023: $52,575,9712023Assets 2024: $55,579,973Liabilities 2024: $0Net Assets 2024: $55,579,9732024

Highlighted filing

2024

Assets$55,579,973
Liabilities$0
Net Assets$55,579,973
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Revenue 2017: $80,083Expenses 2017: $0Net Income 2017: $80,0832017Revenue 2018: $1,346,896Expenses 2018: $550,000Net Income 2018: $796,8962018Revenue 2019: $2,350,540Expenses 2019: $550,000Net Income 2019: $1,800,5402019Revenue 2020: $1,347,996Expenses 2020: $700,000Net Income 2020: $647,9962020Revenue 2021: $3,895,421Expenses 2021: $950,000Net Income 2021: $2,945,4212021Revenue 2022: $5,455,570Expenses 2022: $2,086,274Net Income 2022: $3,369,2962022Revenue 2023: $2,909,879Expenses 2023: $2,573,092Net Income 2023: $336,7872023Revenue 2024: $4,182,789Expenses 2024: $2,509,729Net Income 2024: $1,673,0602024

Highlighted filing

2024

Revenue$4,182,789
Expenses$2,509,729
Net Income$1,673,060
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
$55,579,973
Liabilities
$0
Net assets
$55,579,973
Revenue
$4,182,789
Expenses
$2,509,729
Net income
$1,673,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.6$0.00$55.6$4.18$2.51$1.67
2023Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$2.91$2.57$0.34
2022Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$5.46$2.09$3.37
2021Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$3.90$0.95$2.95
2020Detailed filing. Detailed filing data is available for this year.$49.0$0.00$49.0$1.35$0.70$0.65
2019Summary only. Only limited summary data is available for this year.$43.6$0.00$43.6$2.35$0.55$1.80
2018Summary only. Only limited summary data is available for this year.$35.4$0.00$35.4$1.35$0.55$0.80
2017Summary only. Only limited summary data is available for this year.$37.0$0.00$37.0$0.08$0.00$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$5,784,798
Mission and Program Overview

Mission

The veba is used to pay for the cost of post-retirement medical, dental and vision benefits to members and their qualified dependents of a collective bargaining unit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$52,575,971$55,579,973▲ $3,004,002
Investments in Publicly Traded Securities$51,691,082$54,669,299▲ $2,978,217
Savings and Temporary Cash Investments$884,888$910,673▲ $25,785
Accounts Receivable$1$1→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$52,575,971$55,579,973▲ $3,004,002
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,575,971$55,579,973▲ $3,004,002
Total Liabilities and Net Assets / Fund Balance$52,575,971$55,579,973▲ $3,004,002
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
-Trustee$7,250$7,250

Board Members and Trustees

NameTitle
Michelle MortensenVP, Corporate Secretary Tr
Shawn BuntingVP, General Counsel Truste
Greg MillemanVP, Rates & Regulatory Aff
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,310,029
Investment Income
$2,847,671
Other Revenue
$25,089
Change in Net Assets
$1,673,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,250
Other Expenses$394
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,502,085
Current Officers, Directors, Trustees, and Key Employees---$7,250
Fees for Services Management---$394
Total Functional Expenses$0$0$0$2,509,729
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 B, Line 11B

“A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Part VI, Section B Line 9

“The trust's institutional trustee, u.s. Bank, can be reached at: 111 s.w. Fifth avenue, department t-6, portland, or 92304”

Form 990, Part VI, Section B, Lines 12-15

“These questions are not applicable to the trust. Additionally, the trust does not have any employees. Therefore, no processes related to employee compensation are in place.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust is not required to make the documents referenced in question 19 available to the general public.”

Filing and Contact Details

Filer

Filer Name
California Water Service Co Veba for
EIN
68-0675310
Phone
4083678200
Address
1720 NORTH FIRST STREET, SAN JOSE, CA 95112-4508

Signing Officer

Name
Michelle Mortensen
Title
VP, Corporate Secretary
Phone
4083678200
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Mortensen
Formed
2005
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
1101 NEW YORK AVENUE NW, WASHINGTON, DC 20005
Preparer
Stephen M Clarke
Phone
2023276064
Raw XML Appendix303 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/AccountsReceivableGrp/BOYAmt01
IRS990/AccountsReceivableGrp/EOYAmt01
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE VEBA IS USED TO PAY FOR THE COST OF POST-RETIREMENT MEDICAL, DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR QUALIFIED DEPENDENTS OF A COLLECTIVE BARGAINING UNIT.
IRS990/BenefitsToMembersGrp/TotalAmt02502085
IRS990/BooksInCareOfDetail/PersonNm0MICHELLE MORTENSEN
IRS990/BooksInCareOfDetail/PhoneNum04083678200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01720 NORTH FIRST STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0951124508
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt052575971
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt055579973
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07250
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02502085
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02847671
IRS990/CYOtherExpensesAmt0394
IRS990/CYOtherRevenueAmt025089
IRS990/CYProgramServiceRevenueAmt01310029
IRS990/CYRevenuesLessExpensesAmt01673060
IRS990/CYSalariesCompEmpBnftPaidAmt07250
IRS990/CYTotalExpensesAmt02509729
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04182789
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE VEBA IS USED TO PAY FOR THE COST OF POST-RETIREMENT MEDICAL, DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR QUALIFIED DEPENDENTS OF A COLLECTIVE BARGAINING UNIT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt0394
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0SHAWN BUNTING
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE MORTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG MILLEMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt37250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP, GENERAL COUNSEL TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP, CORPORATE SECRETARY TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP, RATES & REGULATORY AFF
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01438307
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03040316
IRS990/GrossReceiptsAmt05784798
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01409364
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01409364
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051691082
IRS990/InvestmentsPubTradedSecGrp/EOYAmt054669299
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01602009
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE VEBA IS USED TO PAY FOR THE COST OF POST-RETIREMENT MEDICAL, DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR QUALIFIED DEPENDENTS OF A COLLECTIVE BARGAINING UNIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt052575971
IRS990/NetAssetsOrFundBalancesEOYAmt055579973
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01438307
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01438307
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01330941
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SPECIAL DEPOSIT
IRS990/OtherRevenueMiscGrp/Desc1MEDICARE REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt015010
IRS990/OtherRevenueMiscGrp/ExclusionAmt110079
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015010
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110079
IRS990/OtherRevenueTotalAmt025089
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELLE MORTENSEN
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01310029
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01310029
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02565909
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01589974
IRS990/PYOtherExpensesAmt07183
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01319905
IRS990/PYRevenuesLessExpensesAmt0336787
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02573092
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02909879
IRS990/ReconcilationRevenueExpnssAmt01673060
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0884888
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0910673
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST'S INSTITUTIONAL TRUSTEE, U.S. BANK, CAN BE REACHED AT: 111 S.W. FIFTH AVENUE, DEPARTMENT T-6, PORTLAND, OR 92304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES. THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINES 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/EIN0680675310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CALIFORNIA WATER SERVICE CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01720 NORTH FIRST STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052575971
IRS990/TotalAssetsEOYAmt055579973
IRS990/TotalAssetsGrp/BOYAmt052575971
IRS990/TotalAssetsGrp/EOYAmt055579973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02509729
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052575971
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055579973
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01310029
IRS990/TotalReportableCompFromOrgAmt07250
IRS990/TotalRevenueGrp/ExclusionAmt04182789
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04182789
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052575971
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055579973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01720 NORTH FIRST STREET
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0951124508
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE MORTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, CORPORATE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04083678200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA WATER SERVICE CO VEBA FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COL BARG BEN
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0680675310
ReturnHeader/Filer/PhoneNum04083678200
ReturnHeader/Filer/USAddress/AddressLine1Txt01720 NORTH FIRST STREET
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951124508
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 NEW YORK AVENUE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020005
ReturnHeader/PreparerPersonGrp/PhoneNum02023276064
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M CLARKE
ReturnHeader/ReturnTs02025-11-10T17:37:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.