Civic Intelligence

Chevron Corporation Long-Term Disability

EIN 90-0538640 • 501(c)9 • San Ramon, CA

Profile

Long-Term Disability Plan Trust established for payment and accrual of long-term disability benefits.

5001 Executive Parkway Suite 200San Ramon, CA 94583

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

44th percentile

2.3%

Higher net margin than 44% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,394,983

Up $232,473 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,394,983

Up $232,473 (+11%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin44th percentile

Revenue

Up

$10,269,936

Up $1,687,027 (+20%) from 2023

Expenses

Up

$10,037,463

Up $137,663 (+1.4%) from 2023

Net Income

Up

$232,473

Up $1,549,364 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$100M$50M$0Assets 2012: $70,963,184Liabilities 2012: $70,963,184Net Assets 2012: $02012Assets 2013: $71,928,712Liabilities 2013: $71,928,712Net Assets 2013: $02013Assets 2014: $84,436,000Liabilities 2014: $84,436,000Net Assets 2014: $02014Assets 2015: $85,806,000Liabilities 2015: $85,806,000Net Assets 2015: $02015Assets 2016: $79,159,000Liabilities 2016: $79,159,000Net Assets 2016: $02016Assets 2017: $72,627,000Liabilities 2017: $72,627,000Net Assets 2017: $02017Assets 2019: $62,518,277Liabilities 2019: $61,908,000Net Assets 2019: $610,2772019Assets 2020: $54,607,000Liabilities 2020: $54,607,000Net Assets 2020: $02020Assets 2021: $51,874,000Liabilities 2021: $51,874,000Net Assets 2021: $02021Assets 2022: $3,479,401Liabilities 2022: $0Net Assets 2022: $3,479,4012022Assets 2023: $2,162,510Liabilities 2023: $0Net Assets 2023: $2,162,5102023Assets 2024: $2,394,983Liabilities 2024: $0Net Assets 2024: $2,394,9832024

Highlighted filing

2024

Assets$2,394,983
Liabilities$0
Net Assets$2,394,983
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$30M$20M$10M$0-$10MRevenue 2012: $14,671,856Expenses 2012: $14,671,856Net Income 2012: $02012Revenue 2013: $13,919,351Expenses 2013: $13,919,351Net Income 2013: $02013Revenue 2014: $27,148,960Expenses 2014: $27,148,960Net Income 2014: $02014Revenue 2015: $16,182,127Expenses 2015: $16,182,127Net Income 2015: $02015Revenue 2016: $9,691,453Expenses 2016: $9,691,453Net Income 2016: $02016Revenue 2017: $9,079,192Expenses 2017: $9,079,192Net Income 2017: $02017Revenue 2019: $3,352,221Expenses 2019: $3,352,221Net Income 2019: $02019Revenue 2020: $12,075,906Expenses 2020: $12,075,906Net Income 2020: $02020Revenue 2021: $4,405,482Expenses 2021: $4,405,482Net Income 2021: $02021Revenue 2022: $1,612,737Expenses 2022: $9,817,279Net Income 2022: -$8,204,5422022Revenue 2023: $8,582,909Expenses 2023: $9,899,800Net Income 2023: -$1,316,8912023Revenue 2024: $10,269,936Expenses 2024: $10,037,463Net Income 2024: $232,4732024

Highlighted filing

2024

Revenue$10,269,936
Expenses$10,037,463
Net Income$232,473
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,394,983
Liabilities
$0
Net assets
$2,394,983
Revenue
$10,269,936
Expenses
$10,037,463
Net income
$232,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$10.3$10.0$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$8.58$9.90$1.32
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.61$9.82$8.20
2021Detailed filing. Detailed filing data is available for this year.$51.9$51.9$0.00$4.41$4.41$0.00
2020Detailed filing. Detailed filing data is available for this year.$54.6$54.6$0.00$12.1$12.1$0.00
2019Summary only. Only limited summary data is available for this year.$62.5$61.9$0.61$3.35$3.35$0.00
2017Summary only. Only limited summary data is available for this year.$72.6$72.6$0.00$9.08$9.08$0.00
2016Summary only. Only limited summary data is available for this year.$79.2$79.2$0.00$9.69$9.69$0.00
2015Summary only. Only limited summary data is available for this year.$85.8$85.8$0.00$16.2$16.2$0.00
2014Summary only. Only limited summary data is available for this year.$84.4$84.4$0.00$27.1$27.1$0.00
2013Summary only. Only limited summary data is available for this year.$71.9$71.9$0.00$13.9$13.9$0.00
2012Summary only. Only limited summary data is available for this year.$71.0$71.0$0.00$14.7$14.7$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$10,269,936
Mission and Program Overview

Mission

Long-Term Disability Plan Trust established for payment and accrual of long term disability benefits.

Provides long-term disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,324,691$1,326,146▲ $1,455
Cash and Non-Interest-Bearing Accounts$412,057$586,776▲ $174,719
Accounts Receivable$425,762$482,061▲ $56,299
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,162,510$2,394,983▲ $232,473
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,162,510$2,394,983▲ $232,473
Total Liabilities and Net Assets / Fund Balance$2,162,510$2,394,983▲ $232,473
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
State Street Bank Trust CompanyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$10,159,273
Program Service Revenue
$0
Investment Income
$110,663
Other Revenue
$0
All Other Contributions
$10,159,273
Change in Net Assets
$232,473

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,269,936
Total Revenue per Audited Statements
$10,269,936
Total Revenue per Form 990
$10,269,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$745,993
Salaries, Compensation, and Employee Benefits$3,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,287,532
Fees for Services Management---$709,993
Fees for Services Legal---$36,000
Current Officers, Directors, Trustees, and Key Employees---$3,938
Total Functional Expenses$0$0$0$10,037,463

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,037,463
Total Expenses per Audited Statements$10,037,463
Total Expenses per Form 990$10,037,463
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
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 9 and Part VII, Section A, Line 1

“Trustee: state street bank and trust company; 1776 heritage drive, floor 3; quincy, ma 02171”

Form 990, Part VI, Section B, Line 11B and Part VI, Section C, Line 19

“The form 990 is prepared and reviewed by the chevron corporation long-term disability plan sponsor, chevron corporation. The chevron corporation long-term disability plan trust is a veba trust under irc section 501(c)(9). Chevron corporation, the plan sponsor, files a form 5500 annually, which includes audited financial statements and is available to the public.”

Filing and Contact Details

Filer

Filer Name
Chevron Corporation Long-Term Disability
EIN
90-0538640
In Care Of
% CHEVRON CORPORATION
Phone
9258421000
Address
5001 Executive Parkway Suite 200, San Ramon, CA 94583

Signing Officer

Name
Steven Winerman
Title
Mgr, Rpting Actuaria
Phone
9258423126
Signed
2025-11-13

Organization Details

Principal Officer
Steven Winerman
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Form 990: Part III, Line 3

“The third-party claims administrator of the Trust's long-term disability plan benefits changed from Alight to Sedgwick as of July 1, 2024.”

Financial Statement Notes

FIN 48 (ASC 740) footnote on the financial statements

“U.S. GAAP requires the Plan administrator to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Group Trust has taken an uncertain tax position that would not meet the more-likely-than-not standard and be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix336 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP requires the Plan administrator to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Group Trust has taken an uncertain tax position that would not meet the more-likely-than-not standard and be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FIN 48 (ASC 740) footnote on the financial statements
IRS990ScheduleD/TotalExpensesPerForm990Amt010037463
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt010269936
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010269936
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010037463
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE: STATE STREET BANK AND TRUST COMPANY; 1776 HERITAGE DRIVE, FLOOR 3; QUINCY, MA 02171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED AND REVIEWED BY THE CHEVRON CORPORATION LONG-TERM DISABILITY PLAN SPONSOR, CHEVRON CORPORATION. THE CHEVRON CORPORATION LONG-TERM DISABILITY PLAN TRUST IS A VEBA TRUST UNDER IRC SECTION 501(C)(9). CHEVRON CORPORATION, THE PLAN SPONSOR, FILES A FORM 5500 ANNUALLY, WHICH INCLUDES AUDITED FINANCIAL STATEMENTS AND IS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The third-party claims administrator of the Trust's long-term disability plan benefits changed from Alight to Sedgwick as of July 1, 2024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9 and Part VII, Section A, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b and Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990: Part III, Line 3
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0940890210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Chevron Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05001 Executive Parkway Suite 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0San Ramon
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094583
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0The Plan is funded by Chevron Corporation and participant contributions according to rates established from time to time by the Company based on the funding needs of the Plan.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Plan Funding
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02162510
IRS990/TotalAssetsEOYAmt02394983
IRS990/TotalAssetsGrp/BOYAmt02162510
IRS990/TotalAssetsGrp/EOYAmt02394983
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010159273
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010037463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02162510
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02394983
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0110663
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010269936
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02162510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02394983
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05001 Executive Parkway 200
IRS990/USAddress/CityNm0San Ramon
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094583
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Winerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Mgr, Rpting Actuaria
ReturnHeader/BusinessOfficerGrp/PhoneNum09258423126
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Chevron Corporation Long-Term Disability
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0CHEV
ReturnHeader/Filer/EIN0900538640
ReturnHeader/Filer/InCareOfNm0% CHEVRON CORPORATION
ReturnHeader/Filer/PhoneNum09258421000
ReturnHeader/Filer/USAddress/AddressLine1Txt05001 Executive Parkway Suite 200
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-14T10:35:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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