Civic Intelligence

Western Grocers Employee Benefits Trust

EIN 93-0792758 • 501(c)9 • Portland, OR

Profile

Providing health and welfare benefits to its members and associate members

PO Box 22166Portland, OR 97269

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.27x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$12,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

52nd percentile

1.8%

Faster asset growth than 52% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-41%

Faster revenue growth than 14% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$597,565

Up $10,443 (+1.8%) from 2023

Liabilities

Up

$48,149

Up $10,441 (+28%) from 2023

Net Assets

Up

$549,416

Up $2 (+0.0%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin47th percentile

Revenue

Down

$175,997

Down $123,245 (-41%) from 2023

Expenses

Down

$175,995

Down $388,340 (-69%) from 2023

Net Income

Up

$2

Up $265,095 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$10M$5.0M$0Assets 2010: $8,052,043Liabilities 2010: $2,769,098Net Assets 2010: $5,282,9452010Assets 2011: $6,221,867Liabilities 2011: $3,067,881Net Assets 2011: $3,153,9862011Assets 2012: $7,879,288Liabilities 2012: $3,572,155Net Assets 2012: $4,307,1332012Assets 2013: $8,266,511Liabilities 2013: $3,411,982Net Assets 2013: $4,854,5292013Assets 2014: $8,378,146Liabilities 2014: $2,447,055Net Assets 2014: $5,931,0912014Assets 2015: $7,629,458Liabilities 2015: $3,011,372Net Assets 2015: $4,618,0862015Assets 2016: $6,010,008Liabilities 2016: $3,059,285Net Assets 2016: $2,950,7232016Assets 2017: $7,132,620Liabilities 2017: $3,665,978Net Assets 2017: $3,466,6422017Assets 2018: $6,543,850Liabilities 2018: $3,325,442Net Assets 2018: $3,218,4082018Assets 2019: $5,541,116Liabilities 2019: $4,920,273Net Assets 2019: $620,8432019Assets 2020: $1,404,717Liabilities 2020: $12,347Net Assets 2020: $1,392,3702020Assets 2021: $1,103,633Liabilities 2021: $30,728Net Assets 2021: $1,072,9052021Assets 2022: $857,032Liabilities 2022: $42,525Net Assets 2022: $814,5072022Assets 2023: $587,122Liabilities 2023: $37,708Net Assets 2023: $549,4142023Assets 2024: $597,565Liabilities 2024: $48,149Net Assets 2024: $549,4162024

Highlighted filing

2024

Assets$597,565
Liabilities$48,149
Net Assets$549,416
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $13,890,9192010Expenses 2011: $18,486,1462011Revenue 2012: $17,290,616Expenses 2012: $16,095,463Net Income 2012: $1,195,1532012Revenue 2013: $17,067,464Expenses 2013: $16,457,197Net Income 2013: $610,2672013Revenue 2014: $16,776,369Expenses 2014: $15,670,042Net Income 2014: $1,106,3272014Revenue 2015: $16,525,831Expenses 2015: $17,818,047Net Income 2015: -$1,292,2162015Revenue 2016: $17,459,101Expenses 2016: $19,146,738Net Income 2016: -$1,687,6372016Revenue 2017: $20,459,969Expenses 2017: $19,899,476Net Income 2017: $560,4932017Revenue 2018: $22,495,338Expenses 2018: $22,699,973Net Income 2018: -$204,6352018Revenue 2019: $24,202,475Expenses 2019: $26,897,915Net Income 2019: -$2,695,4402019Revenue 2020: $4,810,029Expenses 2020: $4,024,977Net Income 2020: $785,0522020Revenue 2021: $316,032Expenses 2021: $634,510Net Income 2021: -$318,4782021Revenue 2022: $267,569Expenses 2022: $525,958Net Income 2022: -$258,3892022Revenue 2023: $299,242Expenses 2023: $564,335Net Income 2023: -$265,0932023Revenue 2024: $175,997Expenses 2024: $175,995Net Income 2024: $22024

Highlighted filing

2024

Revenue$175,997
Expenses$175,995
Net Income$2
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
$597,565
Liabilities
$48,149
Net assets
$549,416
Revenue
$175,997
Expenses
$175,995
Net income
$2
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.05$0.55$0.18$0.18$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.04$0.55$0.30$0.56$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.04$0.81$0.27$0.53$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$0.32$0.63$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$4.81$4.02$0.79
2019Detailed filing. Detailed filing data is available for this year.$5.54$4.92$0.62$24.2$26.9$2.70
2018Detailed filing. Detailed filing data is available for this year.$6.54$3.33$3.22$22.5$22.7$0.20
2017Detailed filing. Detailed filing data is available for this year.$7.13$3.67$3.47$20.5$19.9$0.56
2016Detailed filing. Detailed filing data is available for this year.$6.01$3.06$2.95$17.5$19.1$1.69
2015Detailed filing. Detailed filing data is available for this year.$7.63$3.01$4.62$16.5$17.8$1.29
2014Detailed filing. Detailed filing data is available for this year.$8.38$2.45$5.93$16.8$15.7$1.11
2013Detailed filing. Detailed filing data is available for this year.$8.27$3.41$4.85$17.1$16.5$0.61
2012Summary only. Only limited summary data is available for this year.$7.88$3.57$4.31$17.3$16.1$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$3.07$3.15$18.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.05$2.77$5.28$13.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$175,997
Mission and Program Overview

Mission

Providing health and welfare benefits to its members and associate members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$587,122$597,565▲ $10,443
Rtn Earn Endowment Incm Other Fnds$549,414$549,416▲ $2
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$587,122$597,565▲ $10,443
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$37,708$48,149▲ $10,441
Total Liabilities$37,708$48,149▲ $10,441
Net Assets / Fund Balance
Total Net Assets Fund Balance$549,414$549,416▲ $2
Total Liabilities and Net Assets / Fund Balance$587,122$597,565▲ $10,443
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseTotal
Joe NeyChairman$12,000$12,000

Board Members and Trustees

NameTitle
Mark WardTrustee
Shelley PaulTrustee
Tommy SmithTrustee
Rudy DorySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$153,322
Investment Income
$22,675
Other Revenue
$0
Change in Net Assets
$2

Audited Revenue Reconciliation

Revenue per Audited Statements
$173,023
Revenue Not Reported on Financial Statements
$2,974
Total Revenue per Audited Statements
$173,023
Total Revenue per Form 990
$175,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,013
Salaries, Compensation, and Employee Benefits$12,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$147,039
Benefits to Members---$13,982
Current Officers, Directors, Trustees, and Key Employees---$12,000
Fees for Service Investment Mgmnt Fees---$2,974
Total Functional Expenses$0$0$0$175,995

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$175,995
Expenses per Audited Statements$173,021
Total Expenses per Audited Statements$173,021
Expenses Not Reported on Financial Statements$2,974
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
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Third party administrator”

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

“The general manager of western grocers ebt and the board chair review form 990 before it is filed.”

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

“Trustees sign the conflict of interest form periodically.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Western Grocers Employee
EIN
93-0792758
Phone
5039682817
Address
PO Box 22166, Portland, OR 97269

Signing Officer

Name
Joe Ney
Title
Chairman
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Ney
Formed
1979
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW FIRST AVE STE 410, PORTLAND, OR 97201
Preparer
Eric A Zehntbauer CPA
Phone
5032223338
Raw XML Appendix321 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt037708
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt048149
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND ASSOCIATE MEMBERS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt013982
IRS990/BooksInCareOfDetail/PersonNm0SMB ACCOUNTING SERVICES
IRS990/BooksInCareOfDetail/PhoneNum09713818140
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04562 SW 11TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRESHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097080
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt013982
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt022675
IRS990/CYOtherExpensesAmt0150013
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0153322
IRS990/CYRevenuesLessExpensesAmt02
IRS990/CYSalariesCompEmpBnftPaidAmt012000
IRS990/CYTotalExpensesAmt0175995
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0175997
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0HEALTH CARE AND DISABILITY BENEFITS FOR EMPLOYEES OF PARTICIPATING EMPLOYERS. STARTING ON 1/1/20, PACIFIC SOURCE HEALTH INSURANCE COMPANY INSURES WESTERN GROCERS TRUST BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02974
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE NEY
IRS990/Form990PartVIISectionAGrp/PersonNm1RUDY DORY
IRS990/Form990PartVIISectionAGrp/PersonNm2SHELLEY PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK WARD
IRS990/Form990PartVIISectionAGrp/PersonNm4TOMMY SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0175997
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022675
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022675
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND ASSOCIATE MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0549414
IRS990/NetAssetsOrFundBalancesEOYAmt0549416
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0147039
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOE NEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0153322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0153322
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0379796
IRS990/PYInvestmentIncomeAmt013300
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0172539
IRS990/PYProgramServiceRevenueAmt0285942
IRS990/PYRevenuesLessExpensesAmt0-265093
IRS990/PYSalariesCompEmpBnftPaidAmt012000
IRS990/PYTotalExpensesAmt0564335
IRS990/PYTotalRevenueAmt0299242
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0549414
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0549416
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0587122
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0597565
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02974
IRS990ScheduleD/ExpensesSubtotalAmt0173021
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02974
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02974
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02974
IRS990ScheduleD/RevenueSubtotalAmt0173023
IRS990ScheduleD/TotalExpensesPerForm990Amt0175995
IRS990ScheduleD/TotalRevenuePerForm990Amt0175997
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0173023
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0173021
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIRD PARTY ADMINISTRATOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL MANAGER OF WESTERN GROCERS EBT AND THE BOARD CHAIR REVIEW FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES SIGN THE CONFLICT OF INTEREST FORM PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0587122
IRS990/TotalAssetsEOYAmt0597565
IRS990/TotalAssetsGrp/BOYAmt0587122
IRS990/TotalAssetsGrp/EOYAmt0597565
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175995
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037708
IRS990/TotalLiabilitiesEOYAmt048149
IRS990/TotalLiabilitiesGrp/BOYAmt037708
IRS990/TotalLiabilitiesGrp/EOYAmt048149
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0549414
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0549416
IRS990/TotalProgramServiceRevenueAmt0153322
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/ExclusionAmt022675
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0153322
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175997
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0587122
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0597565
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 22166
IRS990/USAddress/CityNm0Portland
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097269
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE NEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Western Grocers Employee
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0930792758
ReturnHeader/Filer/PhoneNum05039682817
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 22166
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097269
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931157146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERN & THOMPSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW FIRST AVE STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric A Zehntbauer CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-24T10:28:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.