Civic Intelligence

Hotel and Restaurant Employees

EIN 94-1229312 • 501(c)9 • Pleasanton, CA

View Organization Page

Profile

To provide health and welfare benefits to eligible participants.

7180 Koll Center Pkwy Ste 200Pleasanton, CA 94566

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.17x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.16x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

47th percentile

4.3%

Higher net margin than 47% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

5.4%

Faster asset growth than 45% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

2.6%

Faster revenue growth than 32% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$20,561,543

Up $1,054,095 (+5.4%) from 2023

Liabilities

Up

$3,476,023

Up $214,842 (+6.6%) from 2023

Net Assets

Up

$17,085,520

Up $839,253 (+5.2%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin47th percentile

Revenue

Up

$22,231,065

Up $556,736 (+2.6%) from 2023

Expenses

Up

$21,276,068

Up $2,609,968 (+14%) from 2023

Net Income

Down

$954,997

Down $2,053,232 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0Assets 2010: $7,171,391Liabilities 2010: $2,168,623Net Assets 2010: $5,002,7682010Assets 2011: $6,885,689Liabilities 2011: $2,349,357Net Assets 2011: $4,536,3322011Assets 2012: $6,993,954Liabilities 2012: $2,656,987Net Assets 2012: $4,336,9672012Assets 2013: $6,206,830Liabilities 2013: $2,950,707Net Assets 2013: $3,256,1232013Assets 2014: $5,843,785Liabilities 2014: $3,185,276Net Assets 2014: $2,658,5092014Assets 2015: $8,940,683Liabilities 2015: $3,157,721Net Assets 2015: $5,782,9622015Assets 2016: $12,833,406Liabilities 2016: $3,399,128Net Assets 2016: $9,434,2782016Assets 2017: $18,114,267Liabilities 2017: $3,465,648Net Assets 2017: $14,648,6192017Assets 2018: $18,273,619Liabilities 2018: $2,036,330Net Assets 2018: $16,237,2892018Assets 2019: $21,679,151Liabilities 2019: $4,308,401Net Assets 2019: $17,370,7502019Assets 2020: $13,204,491Liabilities 2020: $2,022,901Net Assets 2020: $11,181,5902020Assets 2021: $14,313,430Liabilities 2021: $2,561,628Net Assets 2021: $11,751,8022021Assets 2022: $15,505,292Liabilities 2022: $3,465,256Net Assets 2022: $12,040,0362022Assets 2023: $19,507,448Liabilities 2023: $3,261,181Net Assets 2023: $16,246,2672023Assets 2024: $20,561,543Liabilities 2024: $3,476,023Net Assets 2024: $17,085,5202024

Highlighted filing

2024

Assets$20,561,543
Liabilities$3,476,023
Net Assets$17,085,520
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$30M$20M$10M$0-$10MRevenue 2010: $12,696,251Expenses 2010: $12,515,116Net Income 2010: $181,1352010Revenue 2011: $13,505,575Expenses 2011: $13,982,208Net Income 2011: -$476,6332011Revenue 2012: $15,027,990Expenses 2012: $15,390,245Net Income 2012: -$362,2552012Revenue 2013: $16,000,972Expenses 2013: $16,907,934Net Income 2013: -$906,9622013Revenue 2014: $17,464,458Expenses 2014: $18,082,131Net Income 2014: -$617,6732014Revenue 2015: $21,454,080Expenses 2015: $18,269,447Net Income 2015: $3,184,6332015Revenue 2016: $22,492,703Expenses 2016: $18,894,589Net Income 2016: $3,598,1142016Revenue 2017: $23,162,289Expenses 2017: $18,617,282Net Income 2017: $4,545,0072017Revenue 2018: $24,226,603Expenses 2018: $21,589,073Net Income 2018: $2,637,5302018Revenue 2019: $26,699,073Expenses 2019: $26,514,979Net Income 2019: $184,0942019Revenue 2020: $14,101,373Expenses 2020: $19,599,739Net Income 2020: -$5,498,3662020Revenue 2021: $14,999,622Expenses 2021: $13,872,482Net Income 2021: $1,127,1402021Revenue 2022: $21,682,049Expenses 2022: $18,642,649Net Income 2022: $3,039,4002022Revenue 2023: $21,674,329Expenses 2023: $18,666,100Net Income 2023: $3,008,2292023Revenue 2024: $22,231,065Expenses 2024: $21,276,068Net Income 2024: $954,9972024

Highlighted filing

2024

Revenue$22,231,065
Expenses$21,276,068
Net Income$954,997
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$20,561,543
Liabilities
$3,476,023
Net assets
$17,085,520
Revenue
$22,231,065
Expenses
$21,276,068
Net income
$954,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$3.48$17.1$22.2$21.3$0.95
2023Detailed filing. Detailed filing data is available for this year.$19.5$3.26$16.2$21.7$18.7$3.01
2022Detailed filing. Detailed filing data is available for this year.$15.5$3.47$12.0$21.7$18.6$3.04
2021Detailed filing. Detailed filing data is available for this year.$14.3$2.56$11.8$15.0$13.9$1.13
2020Detailed filing. Detailed filing data is available for this year.$13.2$2.02$11.2$14.1$19.6$5.50
2019Detailed filing. Detailed filing data is available for this year.$21.7$4.31$17.4$26.7$26.5$0.18
2018Detailed filing. Detailed filing data is available for this year.$18.3$2.04$16.2$24.2$21.6$2.64
2017Detailed filing. Detailed filing data is available for this year.$18.1$3.47$14.6$23.2$18.6$4.55
2016Detailed filing. Detailed filing data is available for this year.$12.8$3.40$9.43$22.5$18.9$3.60
2015Detailed filing. Detailed filing data is available for this year.$8.94$3.16$5.78$21.5$18.3$3.18
2014Summary only. Only limited summary data is available for this year.$5.84$3.19$2.66$17.5$18.1$0.62
2013Summary only. Only limited summary data is available for this year.$6.21$2.95$3.26$16.0$16.9$0.91
2012Summary only. Only limited summary data is available for this year.$6.99$2.66$4.34$15.0$15.4$0.36
2011Summary only. Only limited summary data is available for this year.$6.89$2.35$4.54$13.5$14.0$0.48
2010Summary only. Only limited summary data is available for this year.$7.17$2.17$5.00$12.7$12.5$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$36,193,016
Mission and Program Overview

Mission

NONE

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,246,267$17,085,520▲ $839,253
Investments in Publicly Traded Securities$13,720,214$14,027,480▲ $307,266
Cash and Non-Interest-Bearing Accounts$1,864,325$2,098,512▲ $234,187
Accounts Receivable$1,965,229$2,009,932▲ $44,703
Prepaid Expenses and Deferred Charges$629$1,619,214▲ $1,618,585
Savings and Temporary Cash Investments$1,774,729$528,848▼ $1,245,881
Investments Other Securities$182,322$277,557▲ $95,235
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 Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$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
Total Assets$19,507,448$20,561,543▲ $1,054,095
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,988,976$3,234,000▲ $245,024
Accounts Payable and Accrued Expenses$272,205$242,023▼ $30,182
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,261,181$3,476,023▲ $214,842
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,246,267$17,085,520▲ $839,253
Total Liabilities and Net Assets / Fund Balance$19,507,448$20,561,543▲ $1,054,095
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Douglas CornfordCo-chair
Lian AlanCo-chair
Jose ZarateTrustee
Taylor HudsonTrustee
Yulisa ElenesTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys AdministratorsAdmin. Services7180 Koll Center Pkwy Ste 200, Pleasanton, CA 94566$228,983
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,677,063
Investment Income
$554,002
Other Revenue
$0
Change in Net Assets
$954,997

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,153,257
Revenue Not Reported on Financial Statements
$77,808
Revenue Not Reported on Form 990
$-115,744
Total Revenue per Audited Statements
$22,037,513
Total Revenue per Form 990
$22,231,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$575,511
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---$20,700,557
Fees for Services Management---$229,305
Fees for Services Other---$82,800
Fees for Service Investment Mgmnt Fees---$77,808
Other Expenses---$67,043
Fees for Services Accounting---$46,400
Insurance---$36,784
Fees for Services Legal---$33,966
Conferences and Meetings---$1,405
Total Functional Expenses$0$0$0$21,276,068

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,276,068
Expenses per Audited Statements$20,953,236
Total Expenses per Audited Statements$20,953,236
Expenses Not Reported on Financial Statements$322,832
Other Expense Adjustments$245,024
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
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credit$3,234,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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:

“The organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the contact administrator.”

FORM 990, PART VI, SECTION A, LINE 8B:

“The organization does not have any committies with the authority to act on behalf of the governing body.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted.”

FORM 990, PART VI, SECTION C, LINE 19:

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

FORM 990, PART VII, SECTION A:

“Compensation paid to trustees employed by not-for-profit organizations is properly reported on the not-for-profit organization's annual tax filings.”

Filing and Contact Details

Filer

Filer Name
Hotel and Restaurant Employees
EIN
94-1229312
In Care Of
% BENESYS ADMINISTRATORS
Phone
9253987060
Address
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566

Signing Officer

Name
Lian Alan
Title
Co-Chair
Phone
2063294900
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lian Alan
Formed
1963
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Mark E Flanagan
Phone
4159563600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for overseeing the audit of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan believes that the plan has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examiniation by authorities. Part xii, line 4b: net change in benefit obligations of $245,024”

Raw XML AppendixShowing 400 of 430 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/BOYAmt0272205
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0242023
IRS990/AccountsReceivableGrp/BOYAmt01965229
IRS990/AccountsReceivableGrp/EOYAmt02009932
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt020700557
IRS990/BooksInCareOfDetail/PersonNm0BENESYS ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum09253987060
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07180 KOLL CENTER PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01864325
IRS990/CashNonInterestBearingGrp/EOYAmt02098512
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt01405
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0228983
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07180 Koll Center Pkwy Ste 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PLEASANTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094566
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Benesys Administrators
IRS990/ContractorCompensationGrp/ServicesDesc0ADMIN. SERVICES
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt020700557
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0554002
IRS990/CYOtherExpensesAmt0575511
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt021677063
IRS990/CYRevenuesLessExpensesAmt0954997
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021276068
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022231065
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt046400
IRS990/FeesForServicesLegalGrp/TotalAmt033966
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0229305
IRS990/FeesForServicesOtherGrp/TotalAmt082800
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt077808
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.0
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/PersonNm0TAYLOR HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS CORNFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2LIAN ALAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSE ZARATE
IRS990/Form990PartVIISectionAGrp/PersonNm4YULISA ELENES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-108360
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013853591
IRS990/GrossReceiptsAmt036193016
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt036784
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0662362
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0662362
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0182322
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0277557
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013720214
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014027480
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013961951
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt016246267
IRS990/NetAssetsOrFundBalancesEOYAmt017085520
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-108360
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-108360
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-115744
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DATA ANALYTICS, OFC & OTHER
IRS990/OtherExpensesGrp/TotalAmt067043
IRS990/OtherLiabilitiesGrp/BOYAmt02988976
IRS990/OtherLiabilitiesGrp/EOYAmt03234000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0629
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01619214
IRS990/PrincipalOfficerNm0Lian Alan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021617524
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt245274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021617524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt245274
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt018138868
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-172467
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0527232
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021846796
IRS990/PYRevenuesLessExpensesAmt03008229
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018666100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021674329
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0954997
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016246267
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017085520
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01774729
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0528848
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0322832
IRS990ScheduleD/ExpensesSubtotalAmt020953236
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt077808
IRS990ScheduleD/InvestmentExpensesNotIncldAmt077808
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-115744
IRS990ScheduleD/OtherExpensesNotIncludedAmt0245024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03234000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDIT
IRS990ScheduleD/RevenueNotReportedAmt0-115744
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt077808
IRS990ScheduleD/RevenueSubtotalAmt022153257
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN BELIEVES THAT THE PLAN HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINIATION BY AUTHORITIES. PART XII, LINE 4B: NET CHANGE IN BENEFIT OBLIGATIONS OF $245,024
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt021276068
IRS990ScheduleD/TotalLiabilityAmt03234000
IRS990ScheduleD/TotalRevenuePerForm990Amt022231065
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022037513
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020953236
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTIES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PAID TO TRUSTEES EMPLOYED BY NOT-FOR-PROFIT ORGANIZATIONS IS PROPERLY REPORTED ON THE NOT-FOR-PROFIT ORGANIZATION'S ANNUAL TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
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 FILING ORGANIZATION PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 36 CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATION, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019507448
IRS990/TotalAssetsEOYAmt020561543
IRS990/TotalAssetsGrp/BOYAmt019507448
IRS990/TotalAssetsGrp/EOYAmt020561543
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt021276068
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03261181
IRS990/TotalLiabilitiesEOYAmt03476023
IRS990/TotalLiabilitiesGrp/BOYAmt03261181
IRS990/TotalLiabilitiesGrp/EOYAmt03476023
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016246267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017085520
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt021677063
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0554002
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021677063
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022231065
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019507448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020561543
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07180 KOLL CENTER PKWY STE 200
IRS990/USAddress/CityNm0PLEASANTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094566
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.