Civic Intelligence

Western Grocers Employee Benefits Trust

990 • Fiscal year 2020 • EIN 93-0792758

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization ProfileN/A
12901 SE 97th Avenue 200Clackamas, OR 97015

(503) 968-2360

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

2nd percentile

-75%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,404,717

Down $4,136,399 (-75%) from 2019

Net Assets

Up

$1,392,370

Up $771,527 (+124%) from 2019

Liabilities

Down

$12,347

Down $4,907,926 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin69th percentile

Revenue

Down

$4,810,029

Down $19,392,446 (-80%) from 2019

Expenses

Down

$4,024,977

Down $22,872,938 (-85%) from 2019

Net Income

Up

$785,052

Up $3,480,492 (+129%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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

2020

Assets$1,404,717
Liabilities$12,347
Net Assets$1,392,370
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$4,810,029
Expenses$4,024,977
Net Income$785,052
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.0
Gross Receipts
$4,810,029
Mission and Program Overview

Mission

Providing health and welfare benefits to its members and associate members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$620,843$1,392,370▲ $771,527
Savings and Temporary Cash Investments$4,877,697$1,018,562▼ $3,859,135
Investments in Publicly Traded Securities$457,338$345,996▼ $111,342
Accounts Receivable$132,475$1,188▼ $131,287
Cash and Non-Interest-Bearing Accounts-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,541,116$1,404,717▼ $4,136,399
Other Assets Total$73,606$38,971▼ $34,635
Liabilities
Other Liabilities$4,595,163--
Accounts Payable and Accrued Expenses$325,110$12,347▼ $312,763
Total Liabilities$4,920,273$12,347▼ $4,907,926
Net Assets / Fund Balance
Total Net Assets Fund Balance$620,843$1,392,370▲ $771,527
Total Liabilities and Net Assets / Fund Balance$5,541,116$1,404,717▼ $4,136,399
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Joe NeyChairman
Jim RobinsonTrustee
Mark WardTrustee
Rodney ByrdTrustee
Shelley PaulTrustee
Tommy SmithTrustee
Rudy DorySec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$195,924
Investment Income
$18,942
Other Revenue
$4,595,163
Change in Net Assets
$785,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,800,158
Revenue Not Reported on Financial Statements
$9,871
Revenue Not Reported on Form 990
$-13,525
Total Revenue per Audited Statements
$4,786,633
Total Revenue per Form 990
$4,810,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$451,017
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
Benefits to Members---$3,573,960
Other Expenses---$441,146
Fees for Service Investment Mgmnt Fees---$9,871
Total Functional Expenses$0$0$0$4,024,977

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,610,269
Total Expenses per Audited Statements$8,610,269
Total Expenses per Form 990$4,024,977
Expenses Not Reported on Financial Statements$-4,585,292
Other Expense Adjustments$-4,595,163
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, Line 3: Description of Delegated Duties to Management Company

“Third party administrator”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Plan administrator and board of trustees review before form 990 is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees sign the conflict of interest form every year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Western Grocers Employee
EIN
93-0792758
Phone
5039682360
Address
12901 SE 97th Avenue 200, Clackamas, OR 97015

Signing Officer

Name
Joe Ney
Title
Chairman
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Ney
Formed
1979
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
William K Rouse CPA
Phone
5032223338
Raw XML Appendix353 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIRD PARTY ADMINISTRATOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAN ADMINISTRATOR AND BOARD OF TRUSTEES REVIEW BEFORE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES SIGN THE CONFLICT OF INTEREST FORM EVERY YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefits Trust
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William K Rouse CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-01T08:21:03-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,404,717
Liabilities
$12,347
Net assets
$1,392,370
Revenue
$4,810,029
Expenses
$4,024,977
Net income
$785,052
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