Civic Intelligence

Pacific Service Employees Association Group

990 • Fiscal year 2018 • EIN 94-2943876

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
1390 Willow Pass Road No 240Concord, CA 94520

(925) 246-6224

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$129,919

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 67.9% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-13%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$62,764

Up $8,275 (+15%) from 2017

Net Assets

Up

$62,764

Up $8,275 (+15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin53rd percentile

Revenue

Down

$191,436

Down $29,433 (-13%) from 2017

Expenses

Down

$183,161

Down $39,165 (-18%) from 2017

Net Income

Up

$8,275

Up $9,732 (+668%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$300K$200K$100K$0Assets 2010: $45,595Liabilities 2010: $0Net Assets 2010: $45,5952010Assets 2011: $97,694Liabilities 2011: $0Net Assets 2011: $97,6942011Assets 2012: $58,771Liabilities 2012: $0Net Assets 2012: $58,7712012Assets 2013: $60,784Liabilities 2013: $0Net Assets 2013: $60,7842013Assets 2014: $43,803Liabilities 2014: $0Net Assets 2014: $43,8032014Assets 2015: $52,603Liabilities 2015: $0Net Assets 2015: $52,6032015Assets 2016: $58,104Liabilities 2016: $0Net Assets 2016: $58,1042016Assets 2017: $54,489Liabilities 2017: $0Net Assets 2017: $54,4892017Assets 2018: $62,764Liabilities 2018: $0Net Assets 2018: $62,7642018Assets 2019: $126,279Liabilities 2019: $0Net Assets 2019: $126,2792019Assets 2020: $221,898Liabilities 2020: $0Net Assets 2020: $221,8982020Assets 2021: $228,037Liabilities 2021: $0Net Assets 2021: $228,0372021Assets 2022: $190,076Liabilities 2022: $0Net Assets 2022: $190,0762022Assets 2023: $211,133Liabilities 2023: $0Net Assets 2023: $211,1332023Assets 2024: $196,783Liabilities 2024: $0Net Assets 2024: $196,7832024

Highlighted filing

2018

Assets$62,764
Liabilities$0
Net Assets$62,764
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $331,273Expenses 2010: $318,250Net Income 2010: $13,0232010Revenue 2011: $491,770Expenses 2011: $469,819Net Income 2011: $21,9512011Revenue 2012: $209,866Expenses 2012: $204,739Net Income 2012: $5,1272012Revenue 2013: $207,837Expenses 2013: $205,824Net Income 2013: $2,0132013Revenue 2014: $191,224Expenses 2014: $208,205Net Income 2014: -$16,9812014Revenue 2015: $248,988Expenses 2015: $246,664Net Income 2015: $2,3242015Revenue 2016: $208,190Expenses 2016: $197,820Net Income 2016: $10,3702016Revenue 2017: $220,869Expenses 2017: $222,326Net Income 2017: -$1,4572017Revenue 2018: $191,436Expenses 2018: $183,161Net Income 2018: $8,2752018Revenue 2019: $247,802Expenses 2019: $243,409Net Income 2019: $4,3932019Revenue 2020: $252,038Expenses 2020: $132,171Net Income 2020: $119,8672020Revenue 2021: $253,326Expenses 2021: $95,481Net Income 2021: $157,8452021Revenue 2022: $290,878Expenses 2022: $196,048Net Income 2022: $94,8302022Revenue 2023: $272,840Expenses 2023: $249,524Net Income 2023: $23,3162023Revenue 2024: $300,144Expenses 2024: $238,566Net Income 2024: $61,5782024

Highlighted filing

2018

Revenue$191,436
Expenses$183,161
Net Income$8,275
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$191,436
Mission and Program Overview

Mission

Social activities for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$54,489$62,764▲ $8,275
Rtn Earn Endowment Incm Other Fnds$54,489$62,764▲ $8,275
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,489$62,764▲ $8,275
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,489$62,764▲ $8,275
Total Liabilities and Net Assets / Fund Balance$54,489$62,764▲ $8,275
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jeff WagnerPresidentPT$129,919$129,919

Board Members and Trustees

NameTitle
Clara Mcafee-evansTrustee
Fred QuinnTrustee
Heather LakeTrustee
James McdanielTrustee
John PaleoTrustee
Marie Dragon-gumaboTrustee
Mona MccarthyTrustee
Olivia LyTrustee
Rick FetroTrustee
Sonia GarciaTrustee
Teresa WalshTrustee
Ray HafaliaTrustee (past)
Dena MarchiniRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$191,436
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$8,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,161
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$183,161--$183,161
Total Functional Expenses$183,161$0$0$183,161
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The organization consists of members. Membership classes consist of active members, retired members and associate members. Only active members shall be entitled to vote or hold office. This group filing covers approximately 2,700 active members and 11,100 retired members. No associate members are covered under this group return. The members eligible to vote elect the board of trustees during the annual meeting of the membership.”

Form 990, Part VI, Section B, Line 11B

“The president will review form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Pacific Service Employees Association
EIN
94-2943876
Phone
9252466224
Address
1390 WILLOW PASS ROAD NO 240, CONCORD, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
President
Phone
9252466224
Signed
2019-11-15
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
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Mark E Flanagan
Phone
9252779100
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1225088
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0RAY HAFALIA
IRS990/Form990PartVIISectionAGrp/PersonNm1CLARA MCAFEE-EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm2HEATHER LAKE
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK FETRO
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIE DRAGON-GUMABO
IRS990/Form990PartVIISectionAGrp/PersonNm5OLIVIA LY
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN PALEO
IRS990/Form990PartVIISectionAGrp/PersonNm7FRED QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm8SONIA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm9MONA MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES MCDANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm11TERESA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFF WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm13DENA MARCHINI
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/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/ReportableCompFromRltdOrgAmt12104831
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (PAST)
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
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13RECORDING SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0191436
IRS990/GroupExemptionNum01711
IRS990/GroupReturnForAffiliatesInd01
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SOCIAL ACTIVITIES FOR MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt054489
IRS990/NetAssetsOrFundBalancesEOYAmt062764
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOCIAL ACTIVITIES
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IRS990/OtherExpensesGrp/TotalAmt0183161
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY WAGNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RETIREE CHAPTERS EVENT
IRS990/ProgramServiceRevenueGrp/Desc1CHAPTER EVENTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141881
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0149555
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0220869
IRS990/PYRevenuesLessExpensesAmt0-1457
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0222326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0220869
IRS990/ReconcilationRevenueExpnssAmt08275
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0191436
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt062764
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS. MEMBERSHIP CLASSES CONSIST OF ACTIVE MEMBERS, RETIRED MEMBERS AND ASSOCIATE MEMBERS. ONLY ACTIVE MEMBERS SHALL BE ENTITLED TO VOTE OR HOLD OFFICE. THIS GROUP FILING COVERS APPROXIMATELY 2,700 ACTIVE MEMBERS AND 11,100 RETIRED MEMBERS. NO ASSOCIATE MEMBERS ARE COVERED UNDER THIS GROUP RETURN. THE MEMBERS ELIGIBLE TO VOTE ELECT THE BOARD OF TRUSTEES DURING THE ANNUAL MEETING OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT WILL REVIEW FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,764
Liabilities
$0
Net assets
$62,764
Revenue
$191,436
Expenses
$183,161
Net income
$8,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$3.00$2.39$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$2.73$2.50$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$2.91$1.96$0.95
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$2.53$0.95$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$2.52$1.32$1.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$2.48$2.43$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.91$1.83$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$2.21$2.22$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$2.08$1.98$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$2.49$2.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.91$2.08$0.17
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$2.08$2.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$2.10$2.05$0.05
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$4.92$4.70$0.22
2010Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$3.31$3.18$0.13