Civic Intelligence

Pacific Service Employees Association of Pg&E

990 • Fiscal year 2023 • EIN 94-0745005

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.PSEA.INFO

View Organization Page

1390 Willow Pass Road 240Concord, CA 94520

(925) 246-6224

Siviq Scores

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

Liabilities / Assets

98th percentile

1.61x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.69x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

28%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Asset Growth

2nd percentile

-65%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$897,228

Down $1,526,730 (-63%) from 2021

Net Assets

Down

-$548,668

Down $889,878 (-261%) from 2021

Liabilities

Down

$1,445,896

Down $636,852 (-31%) from 2021

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin73rd percentile

Revenue

Down

$2,107,323

Down $6,917,119 (-77%) from 2021

Expenses

Down

$1,513,655

Down $7,264,754 (-83%) from 2021

Net Income

Up

$593,668

Up $347,635 (+141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2010: $1,392,122Liabilities 2010: $1,267,638Net Assets 2010: $124,4842010Assets 2011: $1,235,784Liabilities 2011: $1,388,333Net Assets 2011: -$152,5492011Assets 2012: $1,460,407Liabilities 2012: $1,731,992Net Assets 2012: -$271,5852012Assets 2013: $1,269,780Liabilities 2013: $1,839,156Net Assets 2013: -$569,3762013Assets 2014: $1,340,350Liabilities 2014: $1,892,913Net Assets 2014: -$552,5632014Assets 2015: $1,112,260Liabilities 2015: $1,785,695Net Assets 2015: -$673,4352015Assets 2016: $1,245,558Liabilities 2016: $2,148,946Net Assets 2016: -$903,3882016Assets 2017: $997,573Liabilities 2017: $2,248,663Net Assets 2017: -$1,251,0902017Assets 2018: $1,127,871Liabilities 2018: $2,827,929Net Assets 2018: -$1,700,0582018Assets 2019: $785,659Liabilities 2019: $1,972,997Net Assets 2019: -$1,187,3382019Assets 2020: $2,871,481Liabilities 2020: $2,174,804Net Assets 2020: $696,6772020Assets 2021: $2,423,958Liabilities 2021: $2,082,748Net Assets 2021: $341,2102021Assets 2023: $897,228Liabilities 2023: $1,445,896Net Assets 2023: -$548,6682023Assets 2024: $2,871,458Liabilities 2024: $2,657,156Net Assets 2024: $214,3022024

Highlighted filing

2023

Assets$897,228
Liabilities$1,445,896
Net Assets-$548,668
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $5,591,834Expenses 2010: $5,806,964Net Income 2010: -$215,1302010Revenue 2011: $5,954,744Expenses 2011: $6,231,777Net Income 2011: -$277,0332011Revenue 2012: $6,164,194Expenses 2012: $6,283,230Net Income 2012: -$119,0362012Revenue 2013: $6,778,587Expenses 2013: $6,970,715Net Income 2013: -$192,1282013Revenue 2014: $7,347,721Expenses 2014: $7,330,908Net Income 2014: $16,8132014Revenue 2015: $7,550,106Expenses 2015: $7,575,978Net Income 2015: -$25,8722015Revenue 2016: $7,755,970Expenses 2016: $7,911,435Net Income 2016: -$155,4652016Revenue 2017: $8,046,867Expenses 2017: $8,394,569Net Income 2017: -$347,7022017Revenue 2018: $8,499,170Expenses 2018: $8,948,138Net Income 2018: -$448,9682018Revenue 2019: $8,911,629Expenses 2019: $8,608,070Net Income 2019: $303,5592019Revenue 2020: $8,690,810Expenses 2020: $7,751,627Net Income 2020: $939,1832020Revenue 2021: $9,024,442Expenses 2021: $8,778,409Net Income 2021: $246,0332021Revenue 2023: $2,107,323Expenses 2023: $1,513,655Net Income 2023: $593,6682023Revenue 2024: $9,484,448Expenses 2024: $9,831,860Net Income 2024: -$347,4122024

Highlighted filing

2023

Revenue$2,107,323
Expenses$1,513,655
Net Income$593,668
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$2,107,323
Mission and Program Overview

Mission

To provide social and recreation activities and insurance programs to members.

Social and recreation activities and insurance programs to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,100,164$0▼ $1,100,164
Intangible Assets$523,950$523,950→ $0
Land, Buildings, and Equipment, Net$440,254$373,278▼ $66,976
Savings and Temporary Cash Investments$250,713$0▼ $250,713
Accounts Receivable$35,114$0▼ $35,114
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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges$-410,428$0▲ $410,428
Rtn Earn Endowment Incm Other Fnds$-582,850$-548,668▲ $34,182
Total Assets$2,560,660$897,228▼ $1,663,432
Other Assets Total$620,893$0▼ $620,893
Liabilities
Deferred Revenue$1,469,019$1,445,896▼ $23,123
Other Liabilities$1,156,367--
Accounts Payable and Accrued Expenses$518,124--
Total Liabilities$3,143,510$1,445,896▼ $1,697,614
Net Assets / Fund Balance
Total Net Assets Fund Balance$-582,850$-548,668▲ $34,182
Total Liabilities and Net Assets / Fund Balance$2,560,660$897,228▼ $1,663,432

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$218,462$783,504$1,001,966
Leasehold Improvements$93,264$484,383$577,647
Equipment$15,813$379,714$395,527
Buildings$45,739$252,181$297,920
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Jeff WagnerPresident
Clara Mcafee-evansTrustee
Fred QuinnTrustee
Heather LakeTrustee
James McdanielTrustee
John PaleoTrustee
Marie Dragon-bumaboTrustee
Mona MccarthyTrustee
Olivia LyTrustee
Rick FetroTrustee
Sonia GarciaTrustee
Teresa WalshTrustee
Ray HafaliaTrustee - Past
Alice MatthewsOffice Manager
Dena MarchiniRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,105,635
Investment Income
$1,688
Other Revenue
$0
Change in Net Assets
$593,668

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,107,323
Total Revenue per Audited Statements
$2,107,323
Total Revenue per Form 990
$2,107,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,513,655
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
Other Expenses$78,833--$78,833
All Other Expenses$68,943--$68,943
Depreciation Depletion$66,976--$66,976
Total Functional Expenses$1,513,655$0$0$1,513,655

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,513,655
Total Expenses per Audited Statements$1,513,655
Total Expenses per Form 990$1,513,655
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
No
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section B, Line 15A

“Chairman, vice-chairman, and advisory chairman of e-board reviews compensation and e-board approves compensation. Compensation is based on pacific gas and electric company pg&e wage scale.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents, financial statements, and confilct of interest policy available to the public.”

Filing and Contact Details

Filer

Filer Name
Pacific Service Employees Association
EIN
94-0745005
Phone
9252466224
Address
1390 WILLOW PASS ROAD 240, Concord, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Wagner
Formed
1965
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
18

Preparer

Firm
LNB Accounting CPA
Address
1320 Willow Pass Rd Ste 600, Concord, CA 94520
Preparer
Lilas Baketa
Phone
9252311464
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“= -$559486”

Financial Statement Notes

Part X : FIN48 Footnote

“Part x, line 2: accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the association and recognize a tax liability if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The association has analyzed the tax positions taken by the association and has concluded that, as of december 31, 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The association is subject to routine audits by the taxing jurisdictions however, there are currently no audits for any tax periods in progress. The association believes it is no longer subject to income tax examinations for the years prior to 2022.”

Raw XML AppendixShowing 400 of 515 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/BOYAmt0518124
IRS990/AccountsReceivableGrp/BOYAmt035114
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SOCIAL AND RECREATION ACTIVITIES AND INSURANCE PROGRAMS TO MEMBERS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt068943
IRS990/AllOtherExpensesGrp/TotalAmt068943
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JEFFREY WAGNER
IRS990/BooksInCareOfDetail/PhoneNum09252466224
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01390 WILLOW PASS ROAD STE 240
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094520
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01100164
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01688
IRS990/CYOtherExpensesAmt01513655
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02105635
IRS990/CYRevenuesLessExpensesAmt0593668
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01513655
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02107323
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01469019
IRS990/DeferredRevenueGrp/EOYAmt01445896
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt066976
IRS990/DepreciationDepletionGrp/TotalAmt066976
IRS990/Desc0SOCIAL - ACTIVITIES FOR SOCIAL GATHERING AND VACATION TOURS FOR MEMBERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt018
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01513655
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1335.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIE DRAGON-BUMABO
IRS990/Form990PartVIISectionAGrp/PersonNm1OLIVIA LY
IRS990/Form990PartVIISectionAGrp/PersonNm2TERESA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES MCDANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK FETRO
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN PALEO
IRS990/Form990PartVIISectionAGrp/PersonNm6HEATHER LAKE
IRS990/Form990PartVIISectionAGrp/PersonNm7FRED QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm8CLARA MCAFEE-EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm9MONA MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm10RAY HAFALIA
IRS990/Form990PartVIISectionAGrp/PersonNm11SONIA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm12DENA MARCHINI
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFF WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm14ALICE MATTHEWS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee - Past
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14OFFICE MANAGER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02107323
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt0523950
IRS990/IntangibleAssetsGrp/EOYAmt0523950
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01688
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01688
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01899782
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0440254
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0373278
IRS990/LandBldgEquipCostOrOtherBssAmt02273060
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SOCIAL AND RECREATION ACTIVITIES AND INSURANCE PROGRAMS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-582850
IRS990/NetAssetsOrFundBalancesEOYAmt0-548668
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0620893
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-559486
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Camps Service
IRS990/OtherExpensesGrp/Desc1Golf club and sporting events
IRS990/OtherExpensesGrp/Desc2Active chapters activities
IRS990/OtherExpensesGrp/Desc3Retirees chapters activities
IRS990/OtherExpensesGrp/ProgramServicesAmt0903166
IRS990/OtherExpensesGrp/ProgramServicesAmt1225046
IRS990/OtherExpensesGrp/ProgramServicesAmt2170691
IRS990/OtherExpensesGrp/ProgramServicesAmt378833
IRS990/OtherExpensesGrp/TotalAmt0903166
IRS990/OtherExpensesGrp/TotalAmt1225046
IRS990/OtherExpensesGrp/TotalAmt2170691
IRS990/OtherExpensesGrp/TotalAmt378833
IRS990/OtherLiabilitiesGrp/BOYAmt01156367
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CAMPAIGN FOR COMMUNITY
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0-410428
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JEFFREY WAGNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0ALL OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1LIFE INSURANCE PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3RECREATIONAL ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc4RETIREE DENTAL & AD&D
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0328528
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1863945
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2913162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0328528
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1863945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2913162
IRS990/ProgSrvcAccomActy2Grp/Desc0RECREATIONAL - ATHLETIC EVENTS, CAMPSITES, AND EVENT TICKETS FOR MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0INSURANCE AND OPTIONAL INSURANCE PROGRAMS FOR MEMBERS, INCLUDING RETIREE DENTAL AND ACCIDENTAL DEATH AND DISMEMBERMENT.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0173
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08768462
IRS990/PYProgramServiceRevenueAmt09082543
IRS990/PYRevenuesLessExpensesAmt0-695101
IRS990/PYSalariesCompEmpBnftPaidAmt01009355
IRS990/PYTotalExpensesAmt09777817
IRS990/PYTotalRevenueAmt09082716
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0593668
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-582850
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-548668
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250713
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt045739
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0252181
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0297920
IRS990ScheduleD/EquipmentGrp/BookValueAmt015813
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0379714
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0395527
IRS990ScheduleD/ExpensesSubtotalAmt01513655
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt093264
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0484383
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0577647
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0218462
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0783504
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01001966
IRS990ScheduleD/RevenueSubtotalAmt02107323
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0373278
IRS990ScheduleD/TotalExpensesPerForm990Amt01513655
IRS990ScheduleD/TotalRevenuePerForm990Amt02107323
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02107323
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01513655
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAIRMAN, VICE-CHAIRMAN, AND ADVISORY CHAIRMAN OF E-BOARD REVIEWS COMPENSATION AND E-BOARD APPROVES COMPENSATION. COMPENSATION IS BASED ON PACIFIC GAS AND ELECTRIC COMPANY PG&E WAGE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFILCT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3= -$559486
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0PACIFIC SERVICE EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PSEA Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PSEA MEMBERS DISABILITY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PG&E PSEA EMERGENCY ASSISTANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PSEAPSEBAPSFCUAND SJPECU MED TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942943876
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1946091959
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2680234757
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3680383491

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$897,228
Liabilities
$1,445,896
Net assets
-$548,668
Revenue
$2,107,323
Expenses
$1,513,655
Net income
$593,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$2.66$0.21$9.48$9.83$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.90$1.45$0.55$2.11$1.51$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$2.08$0.34$9.02$8.78$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$2.17$0.70$8.69$7.75$0.94
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$1.97$1.19$8.91$8.61$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$2.83$1.70$8.50$8.95$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$2.25$1.25$8.05$8.39$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$2.15$0.90$7.76$7.91$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.79$0.67$7.55$7.58$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.34$1.89$0.55$7.35$7.33$0.02
2013Summary only. Only limited summary data is available for this year.$1.27$1.84$0.57$6.78$6.97$0.19
2012Summary only. Only limited summary data is available for this year.$1.46$1.73$0.27$6.16$6.28$0.12
2011Summary only. Only limited summary data is available for this year.$1.24$1.39$0.15$5.95$6.23$0.28
2010Summary only. Only limited summary data is available for this year.$1.39$1.27$0.12$5.59$5.81$0.22