Civic Intelligence

Health Services Foundation

EIN 94-2260587 • 501(c)4 • Dublin, CA

Profile

To provide medical examinations for members and their dependents primarily in the canning, dehydration, and freezer industries, and to provide administrative services to administrators of taft hartley trust funds.

4160 Dublin Blvd Suite 100Dublin, CA 94568

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.06x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Net Margin

23rd percentile

-8.0%

Higher net margin than 23% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

90th percentile

$12,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Asset Growth

20th percentile

-6.4%

Faster asset growth than 20% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

24th percentile

-6.2%

Faster revenue growth than 24% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$791,889

Down $27,582 (-3.4%) from 2024

Liabilities

Up

$55,243

Up $41,943 (+315%) from 2024

Net Assets

Down

$736,646

Down $69,525 (-8.6%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin23rd percentile

Revenue

Up

$873,385

Up $16,649 (+1.9%) from 2024

Expenses

Up

$942,910

Up $18,885 (+2.0%) from 2024

Net Income

Down

-$69,525

Down $2,236 (-3.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,168,313Liabilities 2011: $915,194Net Assets 2011: $1,253,1192011Assets 2012: $2,135,523Liabilities 2012: $931,295Net Assets 2012: $1,204,2282012Assets 2013: $2,115,912Liabilities 2013: $1,054,703Net Assets 2013: $1,061,2092013Assets 2014: $1,867,777Liabilities 2014: $656,857Net Assets 2014: $1,210,9202014Assets 2015: $2,266,130Liabilities 2015: $649,863Net Assets 2015: $1,616,2672015Assets 2016: $1,927,320Liabilities 2016: $290,108Net Assets 2016: $1,637,2122016Assets 2017: $1,863,097Liabilities 2017: $354,241Net Assets 2017: $1,508,8562017Assets 2018: $1,844,404Liabilities 2018: $503,608Net Assets 2018: $1,340,7962018Assets 2019: $1,854,177Liabilities 2019: $450,268Net Assets 2019: $1,403,9092019Assets 2020: $1,285,094Liabilities 2020: $61,893Net Assets 2020: $1,223,2012020Assets 2021: $1,133,230Liabilities 2021: $44,059Net Assets 2021: $1,089,1712021Assets 2022: $957,402Liabilities 2022: $36,524Net Assets 2022: $920,8782022Assets 2023: $904,176Liabilities 2023: $30,716Net Assets 2023: $873,4602023Assets 2024: $819,471Liabilities 2024: $13,300Net Assets 2024: $806,1712024Assets 2025: $791,889Liabilities 2025: $55,243Net Assets 2025: $736,6462025

Highlighted filing

2025

Assets$791,889
Liabilities$55,243
Net Assets$736,646
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,649,607Expenses 2011: $1,927,951Net Income 2011: -$278,3442011Revenue 2012: $1,686,215Expenses 2012: $1,735,106Net Income 2012: -$48,8912012Revenue 2013: $1,680,761Expenses 2013: $1,823,780Net Income 2013: -$143,0192013Revenue 2014: $1,609,735Expenses 2014: $1,460,024Net Income 2014: $149,7112014Revenue 2015: $1,538,549Expenses 2015: $1,133,202Net Income 2015: $405,3472015Revenue 2016: $1,414,054Expenses 2016: $1,393,109Net Income 2016: $20,9452016Revenue 2017: $1,216,778Expenses 2017: $1,345,134Net Income 2017: -$128,3562017Revenue 2018: $1,563,597Expenses 2018: $1,731,657Net Income 2018: -$168,0602018Revenue 2019: $1,580,930Expenses 2019: $1,517,817Net Income 2019: $63,1132019Revenue 2020: $1,097,696Expenses 2020: $1,278,404Net Income 2020: -$180,7082020Revenue 2021: $793,289Expenses 2021: $927,319Net Income 2021: -$134,0302021Revenue 2022: $1,041,855Expenses 2022: $1,210,148Net Income 2022: -$168,2932022Revenue 2023: $993,601Expenses 2023: $1,041,019Net Income 2023: -$47,4182023Revenue 2024: $856,736Expenses 2024: $924,025Net Income 2024: -$67,2892024Revenue 2025: $873,385Expenses 2025: $942,910Net Income 2025: -$69,5252025

Highlighted filing

2025

Revenue$873,385
Expenses$942,910
Net Income-$69,525
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$791,889
Liabilities
$55,243
Net assets
$736,646
Revenue
$873,385
Expenses
$942,910
Net income
-$69,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.79$0.06$0.74$0.87$0.94$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.86$0.92$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.87$0.99$1.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$1.04$1.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$0.79$0.93$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.06$1.22$1.10$1.28$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.45$1.40$1.58$1.52$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.50$1.34$1.56$1.73$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.35$1.51$1.22$1.35$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.29$1.64$1.41$1.39$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.65$1.62$1.54$1.13$0.41
2014Summary only. Only limited summary data is available for this year.$1.87$0.66$1.21$1.61$1.46$0.15
2013Summary only. Only limited summary data is available for this year.$2.12$1.05$1.06$1.68$1.82$0.14
2012Summary only. Only limited summary data is available for this year.$2.14$0.93$1.20$1.69$1.74$0.05
2011Summary only. Only limited summary data is available for this year.$2.17$0.92$1.25$1.65$1.93$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Jan 12, 2025
Return Version
2024v5.2
Gross Receipts
$873,385
Mission and Program Overview

Mission

To provide medical examinations for members and their dependents primarily in the canning, dehydration, and freezer industries, and to provide administrative services to administrators of taft hartley trust funds.

To provide medical examinations to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$555,190$579,444▲ $24,254
Savings and Temporary Cash Investments$220,831$154,408▼ $66,423
Prepaid Expenses and Deferred Charges$16,390$36,762▲ $20,372
Land, Buildings, and Equipment, Net$14,370$13,355▼ $1,015
Inventories for Sale or Use$7,300$7,300→ $0
Accounts Receivable$2,475$0▼ $2,475
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$819,471$791,889▼ $27,582
Other Assets Total$2,915$620▼ $2,295
Liabilities
Accounts Payable and Accrued Expenses$13,300$55,243▲ $41,943
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,300$55,243▲ $41,943
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$806,171$736,646▼ $69,525
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$806,171$736,646▼ $69,525
Total Liabilities and Net Assets / Fund Balance$819,471$791,889▼ $27,582

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,355$655,406$668,761
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary LiskVP/COOPT$12,000$12,000
Richard MutoPresidentPT$12,000$12,000
Nelson RobbinsTreasurer-$12,000$12,000
David MackenzieVice President-$12,000$12,000
John HurleySecretary-$12,000$12,000
Odus HallDirector-$12,000$12,000
Paul BergDirector-$12,000$12,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdministratManagement Services4160 DUBLIN BLVD SUITE 100, Dublin, CA 94568$119,696
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$849,000
Investment Income
$24,385
Other Revenue
$0
Change in Net Assets
$-69,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$873,385
Total Revenue per Audited Statements
$873,385
Total Revenue per Form 990
$873,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$664,223
Salaries, Compensation, and Employee Benefits$278,687
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$345,407--$345,407
Other Salaries and Wages$176,221--$176,221
Fees for Services Management-$119,696-$119,696
Current Officers, Directors, Trustees, and Key Employees-$84,000-$84,000
Occupancy$44,453--$44,453
Insurance$37,664$385-$38,049
Office Expenses$24,751$3,316$0$28,067
Fees for Services Accounting-$23,660-$23,660
Travel$19,938--$19,938
Payroll Taxes$18,466--$18,466
Conferences and Meetings-$14,665-$14,665
Advertising$6,176$5,174-$11,350
Information Technology$9,940--$9,940
Depreciation Depletion$3,709--$3,709
Other Expenses$600$446-$446
All Other Expenses$248$77-$325
Total Functional Expenses$690,779$252,131$0$942,910

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$942,910
Total Expenses per Audited Statements$942,910
Total Expenses per Form 990$942,910
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

PART VI, SECTION A, LINE 3:

“The board of directors has hired health services & benefit administrators, inc.to provide certain management functions under a written contract.”

PART VI, SECTION A, LINE 8B:

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

PART VI, SECTION B, LINE 11B:

“The form 990 was provided to the board of directors for review before it was filed.”

PART VI, SECTION B, LINE 12C:

“The organization requires that each director, officer and management employee with delegated powers who can influence the actions of the organization shall annually sign a statement that affirms they have received a copy of the conflict-of-interest policy, they have read and understand the policy, and they agree to comply with the policy.”

PART VI, SECTION B, LINE 15B:

“The board of directors have approved a $1000/month honoraria stipend for all directors, which is included in the annual budget and approved by the directors.”

PART VI, SECTION C, LINE 19:

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

Filing and Contact Details

Filer

Filer Name
Health Services Foundation
EIN
94-2260587
In Care Of
% MIGUEL TAIME
Phone
9258337300
Address
4160 Dublin Blvd Suite 100, Dublin, CA 94568

Signing Officer

Name
Richard Muto
Title
President
Phone
9258337300
Signed
2025-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Muto
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
10
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Donnie J Springer
Phone
9252779100
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

“The board of directors is responsible for oversight of the audit and selection of an independent auditor. This process has not changed.”

Form 990 Part IX Line 11G

“Description:nurse manager reimbursement total fees:254246”

Form 990 Part IX Line 11G

“Description:mgmt contract total fees:49200”

Form 990 Part IX Line 11G

“Description:professional fees total fees:38824”

Form 990 Part IX Line 11G

“Description:payroll processing fees total fees:3137”

Financial Statement Notes

PART X, LINE 2:

“The Foundation has been granted exemption from federal income taxes under Internal Revenue Code Section 501(c)(4). The Foundation has also been granted exemption from California income taxes. Accordingly, no provisions have been made for income taxes in these financial statements. The Foundation has analyzed the tax positions taken by the Foundation and has concluded that, as of February 28, 2025, and February 29, 2024, there are no uncertain tax positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Foundation is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 454 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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IRS990/Desc0PROVIDED MEDICAL EXAMINATIONS TO MEMBERS AND THEIR DEPENDENTS PRIMARILY IN THE CANNING, DEHYDRATION, AND FREEZER INDUSTRIES, AND PROVIDED ADMINISTRATIVE SERVICES TO TAFT HARTLEY TRUST FUNDS.
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IRS990/MissionDesc0TO PROVIDE MEDICAL EXAMINATIONS FOR MEMBERS AND THEIR DEPENDENTS PRIMARILY IN THE CANNING, DEHYDRATION, AND FREEZER INDUSTRIES, AND TO PROVIDE ADMINISTRATIVE SERVICES TO ADMINISTRATORS OF TAFT HARTLEY TRUST FUNDS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation has been granted exemption from federal income taxes under Internal Revenue Code Section 501(c)(4). The Foundation has also been granted exemption from California income taxes. Accordingly, no provisions have been made for income taxes in these financial statements. The Foundation has analyzed the tax positions taken by the Foundation and has concluded that, as of February 28, 2025, and February 29, 2024, there are no uncertain tax positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Foundation is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAS HIRED HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC.TO PROVIDE CERTAIN MANAGEMENT FUNCTIONS UNDER A WRITTEN CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES THAT EACH DIRECTOR, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, AND THEY AGREE TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS HAVE APPROVED A $1000/MONTH HONORARIA STIPEND FOR ALL DIRECTORS, WHICH IS INCLUDED IN THE ANNUAL BUDGET AND APPROVED BY THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:NURSE MANAGER REIMBURSEMENT TOTAL FEES:254246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION:MGMT CONTRACT TOTAL FEES:49200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:38824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION:PAYROLL PROCESSING FEES TOTAL FEES:3137
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