Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
990 • Fiscal year 2023 • EIN 80-6028938
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Liabilities / Revenue
63rd percentile
Higher debt load relative to revenue than 63% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Assets
Down$4,461,701
Down $41,758 (-0.9%) from 2022
Net Assets
Down$3,713,740
Down $13,442 (-0.4%) from 2022
Liabilities
Down$747,961
Down $28,316 (-3.6%) from 2022
Revenue
Up$9,542,800
Up $317,873 (+3.4%) from 2022
Expenses
Down$9,561,735
Down $194,614 (-2.0%) from 2022
Net Income
Up-$18,935
Up $512,487 (+96%) from 2022
The trust was established to provide health and welfare benefits to public employees.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $4,340,365 | $3,000,000 | ▼ $1,340,365 |
| Cash and Non-Interest-Bearing Accounts | - | $1,380,786 | - |
| Pledges and Grants Receivable | - | $50,577 | - |
| Accounts Receivable | $162,346 | $30,338 | ▼ $132,008 |
| Prepaid Expenses and Deferred Charges | $748 | $0 | ▼ $748 |
| Total Assets | $4,503,459 | $4,461,701 | ▼ $41,758 |
| Liabilities | |||
| Other Liabilities | $693,086 | $687,593 | ▼ $5,493 |
| Accounts Payable and Accrued Expenses | $83,191 | $60,368 | ▼ $22,823 |
| Total Liabilities | $776,277 | $747,961 | ▼ $28,316 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $3,727,182 | $3,713,740 | ▼ $13,442 |
| Total Net Assets Fund Balance | $3,727,182 | $3,713,740 | ▼ $13,442 |
| Total Liabilities and Net Assets / Fund Balance | $4,503,459 | $4,461,701 | ▼ $41,758 |
| Name | Title |
|---|---|
| Billie Joe Wright | Chair |
| Jason Hill | Co-chair |
| Alma Orozco | Director |
| Andrea Biladeau | Director |
| Brian Guggisberg | Director |
| Candy Blanco | Director |
| Dennis Zimmerman | Director |
| Hal Longan | Director |
| John Vigrass | Director |
| Lucrecia Figueroa | Director |
| Maria Cutz | Director |
| Shannon Soto | Director |
| Susan Abt | Director |
| Wael Elatar | Director |
| Leanne Morelli | Secretary |
| Gladys Kershall | Treausrer |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,361,936 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $8,199,799 |
| Fees for Services Other | - | - | - | $535,637 |
| Fees for Services Management | - | - | - | $177,564 |
| Fees for Services Accounting | - | - | - | $45,815 |
| Travel | - | - | - | $15,026 |
| Office Expenses | - | - | - | $4,944 |
| Other Expenses | - | - | - | $1,210 |
| Fees for Services Legal | - | - | - | $827 |
| Total Functional Expenses | $0 | $0 | $0 | $9,561,735 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $9,561,735 |
| Expenses per Audited Statements | $8,979,612 |
| Total Expenses per Audited Statements | $8,974,119 |
| Expenses Not Reported on Financial Statements | $582,123 |
| Other Expense Adjustments | $582,123 |
| Expenses Not Reported on Form 990 | $-5,493 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Estimated Liability for Open Claims | $618,771 |
| Estimated Liability for Administrati | $35,262 |
| Equity Distribution | $33,560 |
“Keenan & associates is the third party administrator.”
“The organization has ten members consisting of california school districts, community college districts and rop.”
“There are no committees with authority to act on behalf of the governing body.”
“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”
“The organization makes its governing documents and form 990 available to the public upon request.”
“Benefit (provision) for administrative run-off 598. Benefit (provision) for estimated open claims 4,895.”
“Other income netted with other expense -582,123.”
“Provision (benefit) for administrative run-off -598. Provision (benefit) for estimated open claims -4,895.”
“Other income netted with other expense 582,123.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 83191 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 60368 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 162346 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 30338 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PUBLIC EMPLOYEES. |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 8199799 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MARY BOYER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3102120363 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2355 CRENSHAW BLVD SUITE 200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | TORRANCE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 905013225 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1380786 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 8199799 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 82919 |
| IRS990/CYOtherExpensesAmt | 0 | 1361936 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 9459881 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -18935 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 9561735 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9542800 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | DENTAL AND EYE INSURANCE CLAIMS AND RELATED ADMINISTRATIVE EXPENSES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 9555271 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 45815 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 827 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 177564 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 535637 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BILLIE JOE WRIGHT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JASON HILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GLADYS KERSHALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | LEANNE MORELLI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | HAL LONGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | SHANNON SOTO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SUSAN ABT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | WAEL ELATAR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DENNIS ZIMMERMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | BRIAN GUGGISBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | ALMA OROZCO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARIA CUTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | ANDREA BILADEAU |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | JOHN VIGRASS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | CANDY BLANCO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | LUCRECIA FIGUEROA |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CO-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREAUSRER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2004 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 9542800 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 16 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 82919 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 82919 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PUBLIC EMPLOYEES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3727182 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3713740 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 3727182 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 3713740 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 4944 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 5493 |
| IRS990/OtherExpensesGrp/Desc | 0 | NET POSITION FUNDING |
| IRS990/OtherExpensesGrp/Desc | 1 | OTHER EXPENSE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 580913 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1210 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 693086 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 687593 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 50577 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 748 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | JASON HILL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | DELTA DENTAL-MEMBER CO |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | VSP-MEMBER CONTRIBUTIO |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | MEDICAL EYE SERVICES-M |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | ANTHEM EAP |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | PET NATIONWIDE REVENUE |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7948918 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 972476 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 529051 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 5511 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 3925 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7948918 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 972476 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 529051 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 5511 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 3925 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 8372184 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 6979 |
| IRS990/PYOtherExpensesAmt | 0 | 1384165 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 9217948 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -531422 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 9756349 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9224927 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -18935 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 9459881 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 4340365 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 3000000 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -5493 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 582123 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 8979612 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -5493 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 582123 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 33560 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 35262 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 618771 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | EQUITY DISTRIBUTION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | ESTIMATED LIABILITY FOR ADMINISTRATI |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | ESTIMATED LIABILITY FOR OPEN CLAIMS |
| IRS990ScheduleD/OtherRevenueAmt | 0 | -582123 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -582123 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 9542800 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER INCOME NETTED WITH OTHER EXPENSE -582,123. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | PROVISION (BENEFIT) FOR ADMINISTRATIVE RUN-OFF -598. PROVISION (BENEFIT) FOR ESTIMATED OPEN CLAIMS -4,895. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | OTHER INCOME NETTED WITH OTHER EXPENSE 582,123. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 9561735 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 687593 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 9542800 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 8960677 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 8974119 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | KEENAN & ASSOCIATES IS THE THIRD PARTY ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION HAS TEN MEMBERS CONSISTING OF CALIFORNIA SCHOOL DISTRICTS, COMMUNITY COLLEGE DISTRICTS AND ROP. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | BENEFIT (PROVISION) FOR ADMINISTRATIVE RUN-OFF 598. BENEFIT (PROVISION) FOR ESTIMATED OPEN CLAIMS 4,895. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XI, LINE 9: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4503459 |
| IRS990/TotalAssetsEOYAmt | 0 | 4461701 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4503459 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4461701 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 9561735 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 776277 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 747961 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 776277 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 747961 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 3727182 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3713740 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 9555271 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 9459881 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 82919 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 9459881 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 9542800 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 16 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4503459 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4461701 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 15026 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2355 CRENSHAW BLVD 200 |
| IRS990/USAddress/CityNm | 0 | TORRANCE |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 905013325 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 16 |
| IRS990/VotingMembersIndependentCnt | 0 | 16 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JASON HILL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3132120363 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-04-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | COALITION FOR CONTROLLING INSURANCE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | IN CALIF SCHOOLS HEALTH & WELFARE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COAL |
| ReturnHeader/Filer/EIN | 0 | 806028938 |
| ReturnHeader/Filer/PhoneNum | 0 | 3132120363 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2355 CRENSHAW BLVD 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TORRANCE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 905013325 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2210 EAST ROUTE 66 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GLENDORA |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.