Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 80-6028143

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization ProfileN/A
C/O City Hall 990 Palm Street93401

(800) 700-6762

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Net Margin

3rd percentile

-35164%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-92%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,650,107 (-100%) from 2012

Net Assets

Down

$0

Down $1,649,297 (-100%) from 2012

Liabilities

Down

$0

Down $810 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

$154

No earlier filing loaded for comparison.

Expenses

Down

$54,306

Down $30,548 (-36%) from 2012

Net Income

-$54,152

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,541,894Liabilities 2010: $0Net Assets 2010: $1,541,8942010Assets 2011: $1,600,257Liabilities 2011: $4,166Net Assets 2011: $1,596,0912011Assets 2012: $1,650,107Liabilities 2012: $810Net Assets 2012: $1,649,2972012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $317,879Expenses 2010: $170,326Net Income 2010: $147,5532010Expenses 2011: $197,9082011Expenses 2012: $84,8542012Revenue 2013: $154Expenses 2013: $54,306Net Income 2013: -$54,1522013

Highlighted filing

2013

Revenue$154
Expenses$54,306
Net Income-$54,152
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$154
Mission and Program Overview

Mission

To provide an entity into which contributions from participating labor organizations and participating employees can be paid, and through which the trustees can create and administer retiree medical reimbursement plan.

The purpose of the trust fund is to provide an entity into which contributions from participating labor organizations and participating employees can be paid, and through which the trustees can create and administer retiree medical reimbursement plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,650,107$0▼ $1,650,107
Rtn Earn Endowment Incm Other Fnds$1,649,297$0▼ $1,649,297
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,650,107$0▼ $1,650,107
Other Assets Total-$0-
Liabilities
Other Liabilities$810$0▼ $810
Total Liabilities$810$0▼ $810
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,649,297$0▼ $1,649,297
Total Liabilities and Net Assets / Fund Balance$1,650,107$0▼ $1,650,107
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Pam OuelletteTrustee Chair
Dave SmithTrustee
Debbie MalicoatTrustee
JOE O'DONNELLTrustee
Jason TakagiTrustee
Lynn WilwandTrustee
Wyndee GalvanTrustee Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$154
Other Revenue
$0
Change in Net Assets
$-54,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$154
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$154
Total Revenue per Form 990
$154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,306
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
Fees for Services Accounting---$15,250
Fees for Services Legal---$10,366
Insurance---$6,110
Other Expenses---$670
Total Functional Expenses$0$0$0$54,306

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$54,306
Total Expenses per Audited Statements$54,306
Total Expenses per Form 990$54,306
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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 6

“Members consist of participating employees, labor organizations and management groups”

Form 990, Part VI, Section A, Line 7A

“Members elect the board of directors (trustees) every two years. Each trustee serves a two year term. They do not run at the same time but are staggered based on when they are elected.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the entire board of trustees at a regular board meeting. Trust counsel and trust consultant are also present for review.”

Form 990, Part VI, Section B, Line 12C

“Trustees must sign a conflict of interest disclosure and confidentiality form annually. In addition, trustees are required to report any potential conflicts for immediate board resolution should they arise.”

Form 990, Part VI, Section B, Line 15

“990 part iv section b lines 15a and 15 b: this has been answered no because there was no compensation paid.”

Form 990, Part VI, Section C, Line 19

“The documents are on file with the administrator, allied-delta, and are available upon request.”

Filing and Contact Details

Filer

EIN
80-6028143
Phone
8007006762

Signing Officer

Name
Pam Ouellette
Title
Trustee Chair
Phone
8007006762
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Ouellette
Formed
2004
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Mical W Bovee CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Asset transfer to another plan -1,595,145.”

FORM 990, PART XI, LINE 2C:

“The entire board has oversight of the audit of financial statements and selection of independent accountant. It is not delegated to a committee.”

Financial Statement Notes

PART X, LINE 2:

“...management evaluated the plan's tax positions and concluded that the plan has maintained its tax exempt status and has taken no uncertain tax positions that require adjustment to the financial statements...”

Raw XML Appendix337 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
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IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE TRUST FUND IS TO PROVIDE AN ENTITY INTO WHICH CONTRIBUTIONS FROM PARTICIPATING LABOR ORGANIZATIONS AND PARTICIPATING EMPLOYEES CAN BE PAID, AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER RETIREE MEDICAL REIMBURSEMENT PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10ALLIED-DELTA HEALTH SYSTEMS
IRS990/BooksInCareOfDetail/PhoneNum08007006762
IRS990/BooksInCareOfDetail/USAddress/AddressLine10555 WEST BENJAMIN HOLT STREET STE
IRS990/BooksInCareOfDetail/USAddress/City0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode095207
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IRS990/Desc0MAINTAINED PLAN IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE CITY OF SAN LUIS OBISPO AND PARTICIPATING LABOR ORGANIZATIONS AND MANAGEMENT GROUPS.ADDITIONALLY, IN 2013 THE TRUST ELECTED TO DISSOLVE AND SUCCESSFULLY TRANSFERRED FUNDS FOR THE 341 PARTICIPANTS TO A REPLACEMENT PLAN. SEE SCHEDULE N.
IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0PAM OUELLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm1WYNDEE GALVAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LYNN WILWAND
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON TAKAGI
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBBIE MALICOAT
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6JOE O'DONNELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0154
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt06110
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0154
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AN ENTITY INTO WHICH CONTRIBUTIONS FROM PARTICIPATING LABOR ORGANIZATIONS AND PARTICIPATING EMPLOYEES CAN BE PAID, AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER RETIREE MEDICAL REIMBURSEMENT PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01649297
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-1595145
IRS990/OtherExpensesGrp/Desc0PLAN ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1AFFORDABLE HEALTH CARE
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt018430
IRS990/OtherExpensesGrp/TotalAmt13480
IRS990/OtherExpensesGrp/TotalAmt2670
IRS990/OtherLiabilitiesGrp/BOYAmt0810
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PAM OUELLETTE
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IRS990/PYBenefitsPaidToMembersAmt026257
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalExpensesAmt084854
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138060
IRS990/QuidProQuoContributionsInd00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0154
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0...MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS...
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt054306
IRS990ScheduleD/TotalRevenuePerForm990Amt0154
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0154
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IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0THE TRUST TRANSFERRED ITS ASSETS TO THE ICMA VANTAGE CARE RETIREMENT HEALTH PLAN AND CEASED TO EXIST AS OF DECEMBER 31, 2013. SEE ATTACHED RESOLUTION AND CONFIRMATION OF TRANSFER.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine10CITY OF SAN LUIS OBISPO VANTAGE-CARE RETIREMENT HEALTH SAVINGS PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02013-12-12
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0956000781
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01595145
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0GOVERNMENTAL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0MARKET VALUE AT CLOSING
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine10990 PALM STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/City0SAN LUIS OBISPO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/State0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCode093401
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS CONSIST OF PARTICIPATING EMPLOYEES, LABOR ORGANIZATIONS AND MANAGEMENT GROUPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE BOARD OF DIRECTORS (TRUSTEES) EVERY TWO YEARS. EACH TRUSTEE SERVES A TWO YEAR TERM. THEY DO NOT RUN AT THE SAME TIME BUT ARE STAGGERED BASED ON WHEN THEY ARE ELECTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE ENTIRE BOARD OF TRUSTEES AT A REGULAR BOARD MEETING. TRUST COUNSEL AND TRUST CONSULTANT ARE ALSO PRESENT FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE AND CONFIDENTIALITY FORM ANNUALLY. IN ADDITION, TRUSTEES ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS FOR IMMEDIATE BOARD RESOLUTION SHOULD THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 PART IV SECTION B LINES 15A AND 15 B: THIS HAS BEEN ANSWERED NO BECAUSE THERE WAS NO COMPENSATION PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE ON FILE WITH THE ADMINISTRATOR, ALLIED-DELTA, AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASSET TRANSFER TO ANOTHER PLAN -1,595,145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ENTIRE BOARD HAS OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT. IT IS NOT DELEGATED TO A COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01650107
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01650107
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt054306
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0810
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0810
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01649297
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0154
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01650107
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10C/O CITY HALL 990 PALM STREET
IRS990/USAddress/City0SAN LUIS OBISPO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093401
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM OUELLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08007006762
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAN LUIS OBISPO EMPLOYEES RETIREE MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SANL
ReturnHeader/Filer/EIN0806028143
ReturnHeader/Filer/PhoneNum08007006762
ReturnHeader/Filer/USAddress/AddressLine10C/O CITY HALL 990 PALM STREET
ReturnHeader/Filer/USAddress/City0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GLENN BURDETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICAL W BOVEE CPA
ReturnHeader/ReturnTs02014-11-13T14:22:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$154
Expenses
$54,306
Net income
-$54,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.05$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.20
2010Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.32$0.17$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • <$500k nonprofits