Civic Intelligence

Gallo Employee Benefit Trust

990 • Fiscal year 2017 • EIN 94-2334925

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

Organization ProfileN/A
PO Box 1130Modesto, CA 95353-1130

(209) 341-3024

Siviq Scores

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

Liabilities / Assets

88th percentile

0.52x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

22nd percentile

-2.5%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

5th percentile

-16%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

6.2%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$5,073,733

Down $961,213 (-16%) from 2016

Net Assets

Down

$2,438,554

Down $1,266,472 (-34%) from 2016

Liabilities

Up

$2,635,179

Up $305,259 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin22nd percentile

Revenue

Up

$51,456,482

Up $3,008,532 (+6.2%) from 2016

Expenses

Up

$52,722,954

Up $2,786,505 (+5.6%) from 2016

Net Income

Up

-$1,266,472

Up $222,027 (+15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $5,638,230Liabilities 2011: $1,902,600Net Assets 2011: $3,735,6302011Assets 2012: $5,981,768Liabilities 2012: $2,288,280Net Assets 2012: $3,693,4882012Assets 2013: $5,921,089Liabilities 2013: $1,988,135Net Assets 2013: $3,932,9542013Assets 2014: $7,755,264Liabilities 2014: $2,644,560Net Assets 2014: $5,110,7042014Assets 2015: $8,099,357Liabilities 2015: $2,905,832Net Assets 2015: $5,193,5252015Assets 2016: $6,034,946Liabilities 2016: $2,329,920Net Assets 2016: $3,705,0262016Assets 2017: $5,073,733Liabilities 2017: $2,635,179Net Assets 2017: $2,438,5542017Assets 2018: $4,153,734Liabilities 2018: $2,438,210Net Assets 2018: $1,715,5242018Assets 2019: $3,816,045Liabilities 2019: $3,747,566Net Assets 2019: $68,4792019Assets 2020: $4,508,037Liabilities 2020: $5,644,933Net Assets 2020: -$1,136,8962020Assets 2021: $5,341,212Liabilities 2021: $3,766,719Net Assets 2021: $1,574,4932021Assets 2022: $6,957,790Liabilities 2022: $4,962,290Net Assets 2022: $1,995,5002022Assets 2023: $7,727,916Liabilities 2023: $3,351,726Net Assets 2023: $4,376,1902023Assets 2024: $9,225,197Liabilities 2024: $8,795,933Net Assets 2024: $429,2642024

Highlighted filing

2017

Assets$5,073,733
Liabilities$2,635,179
Net Assets$2,438,554
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $32,731,527Expenses 2011: $32,325,422Net Income 2011: $406,1052011Revenue 2012: $35,432,526Expenses 2012: $35,474,668Net Income 2012: -$42,1422012Revenue 2013: $38,334,193Expenses 2013: $38,094,727Net Income 2013: $239,4662013Revenue 2014: $43,030,250Expenses 2014: $41,852,500Net Income 2014: $1,177,7502014Revenue 2015: $45,700,355Expenses 2015: $45,617,534Net Income 2015: $82,8212015Revenue 2016: $48,447,950Expenses 2016: $49,936,449Net Income 2016: -$1,488,4992016Revenue 2017: $51,456,482Expenses 2017: $52,722,954Net Income 2017: -$1,266,4722017Revenue 2018: $52,822,672Expenses 2018: $53,545,702Net Income 2018: -$723,0302018Revenue 2019: $57,763,376Expenses 2019: $59,410,421Net Income 2019: -$1,647,0452019Revenue 2020: $58,655,924Expenses 2020: $59,861,299Net Income 2020: -$1,205,3752020Revenue 2021: $62,468,490Expenses 2021: $59,757,101Net Income 2021: $2,711,3892021Revenue 2022: $64,424,673Expenses 2022: $64,003,665Net Income 2022: $421,0082022Revenue 2023: $66,084,574Expenses 2023: $63,703,883Net Income 2023: $2,380,6912023Revenue 2024: $70,041,016Expenses 2024: $73,987,941Net Income 2024: -$3,946,9252024

Highlighted filing

2017

Revenue$51,456,482
Expenses$52,722,954
Net Income-$1,266,472
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.3
Gross Receipts
$51,456,482
Mission and Program Overview

Mission

The veba trust provided medical, healthcare, and dental benefits to eligible employees and their dependents in accordance with the gallo health and dental plans for salaried employees.

The veba trust provides medical, healthcare, and dental benefits to eligible employees and their dependents in accordance with the gallo health & dental plans for salaried employees & fulltime farmworkers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,313,611$4,203,087▼ $1,110,524
Rtn Earn Endowment Incm Other Fnds$3,705,026$2,438,554▼ $1,266,472
Total Assets$6,034,946$5,073,733▼ $961,213
Other Assets Total$721,335$870,646▲ $149,311
Liabilities
Other Liabilities$2,122,809$2,414,941▲ $292,132
Accounts Payable and Accrued Expenses$207,111$220,238▲ $13,127
Total Liabilities$2,329,920$2,635,179▲ $305,259
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,705,026$2,438,554▼ $1,266,472
Total Liabilities and Net Assets / Fund Balance$6,034,946$5,073,733▼ $961,213

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,512--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jeff WilsonTrustee
Michelle LewisTrustee
David PierceSenior Direc
Carmella SmythSenior Manag
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$51,456,482
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,266,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,413,427
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$51,309,527--$51,309,527
Other Expenses$1,407,267$6,160-$6,160
Total Functional Expenses$52,716,794$6,160$0$52,722,954
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Medical Benefit Payable$2,414,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by an external cpa firm using the organization's financial information from their internal financial statements. It is reviewed by the health benefits senior manager and senior director, senior benefits accountant, trustee of the organization (who signs the form 990), and the attorney for the organization (if necessary).”

Form 990, Page 6, Part VI, Line 19

“The organization's governing trust documents are available upon request. The organization's financial information is available to the public through the filing of form 990. The organization does not have a conflict of interest policy but relies on the company's conflict of interest policy for protections.”

Filing and Contact Details

Filer

Filer Name
Gallo Employee Benefit Trust
EIN
94-2334925
Phone
2093413024
Address
PO BOX 1130, MODESTO, CA 95353-1130

Signing Officer

Name
Michelle Lewis
Title
Trustee
Phone
2093413024
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Lewis
Formed
1976
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Grimbleby Coleman Cpas Inc
Address
200 W ROSEBURG AVE, MODESTO, CA 95350-5255
Preparer
Nathan a Miller
Phone
2095274220
Supplemental Narrative

Additional Explanations

Form 990

“Form 990, part iv, section b. Policies, lines 12 a, 13, and 14 - answered "no" to all lines. Although the organization does not have a written conflict of interest policy, written whistleblower policy, or written document retention and destruction policy, the related organization, e. & j. Gallo winery, does have these policies in place to provide similar protections for the organization's beneficiaries.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Part x, line 2 - the veba organization does not have any liability for uncertain tax positions under fin 48.”

Raw XML AppendixShowing 400 of 402 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/ExplanationTxt0FORM 990, PART IV, SECTION B. POLICIES, LINES 12 A, 13, AND 14 - ANSWERED "NO" TO ALL LINES. ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WRITTEN WHISTLEBLOWER POLICY, OR WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, THE RELATED ORGANIZATION, E. & J. GALLO WINERY, DOES HAVE THESE POLICIES IN PLACE TO PROVIDE SIMILAR PROTECTIONS FOR THE ORGANIZATION'S BENEFICIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN EXTERNAL CPA FIRM USING THE ORGANIZATION'S FINANCIAL INFORMATION FROM THEIR INTERNAL FINANCIAL STATEMENTS. IT IS REVIEWED BY THE HEALTH BENEFITS SENIOR MANAGER AND SENIOR DIRECTOR, SENIOR BENEFITS ACCOUNTANT, TRUSTEE OF THE ORGANIZATION (WHO SIGNS THE FORM 990), AND THE ATTORNEY FOR THE ORGANIZATION (IF NECESSARY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING TRUST DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE FILING OF FORM 990. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY BUT RELIES ON THE COMPANY'S CONFLICT OF INTEREST POLICY FOR PROTECTIONS.
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0E & J GALLO WINERY
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ReturnHeader/FilingSecurityInformation/IPTm010:59:12
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ReturnHeader/ReturnTs02018-09-06T08:59:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,073,733
Liabilities
$2,635,179
Net assets
$2,438,554
Revenue
$51,456,482
Expenses
$52,722,954
Net income
-$1,266,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$8.80$0.43$70.0$74.0$3.95
2023Detailed filing. Detailed filing data is available for this year.$7.73$3.35$4.38$66.1$63.7$2.38
2022Detailed filing. Detailed filing data is available for this year.$6.96$4.96$2.00$64.4$64.0$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.34$3.77$1.57$62.5$59.8$2.71
2020Detailed filing. Detailed filing data is available for this year.$4.51$5.64$1.14$58.7$59.9$1.21
2019Detailed filing. Detailed filing data is available for this year.$3.82$3.75$0.07$57.8$59.4$1.65
2018Detailed filing. Detailed filing data is available for this year.$4.15$2.44$1.72$52.8$53.5$0.72
2017Detailed filing. Detailed filing data is available for this year.$5.07$2.64$2.44$51.5$52.7$1.27
2016Detailed filing. Detailed filing data is available for this year.$6.03$2.33$3.71$48.4$49.9$1.49
2015Summary only. Only limited summary data is available for this year.$8.10$2.91$5.19$45.7$45.6$0.08
2014Summary only. Only limited summary data is available for this year.$7.76$2.64$5.11$43.0$41.9$1.18
2013Summary only. Only limited summary data is available for this year.$5.92$1.99$3.93$38.3$38.1$0.24
2012Summary only. Only limited summary data is available for this year.$5.98$2.29$3.69$35.4$35.5$0.04
2011Summary only. Only limited summary data is available for this year.$5.64$1.90$3.74$32.7$32.3$0.41
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $50M-$100M nonprofits