Civic Intelligence

California State University Hayward Retiree Health Trust

990 • Fiscal year 2017 • EIN 94-3235218

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
25800 Carlos Bee Blvd Sa 2750Hayward, CA 94542

(510) 885-3803

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$294,789

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 58.2% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

230%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$2,639,309

Down $52,957 (-2.0%) from 2016

Net Assets

Up

$2,639,309

Up $15,815 (+0.6%) from 2016

Liabilities

Down

$0

Down $68,772 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin88th percentile

Revenue

Up

$506,650

Up $353,075 (+230%) from 2016

Expenses

Down

$271,196

Down $111,089 (-29%) from 2016

Net Income

Up

$235,454

Up $464,164 (+203%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,387,986Liabilities 2011: $57,926Net Assets 2011: $2,330,0602011Assets 2012: $2,391,368Liabilities 2012: $64,787Net Assets 2012: $2,326,5812012Assets 2013: $2,894,174Liabilities 2013: $68,772Net Assets 2013: $2,825,4022013Assets 2014: $3,244,367Liabilities 2014: $68,772Net Assets 2014: $3,175,5952014Assets 2015: $3,046,108Liabilities 2015: $68,772Net Assets 2015: $2,977,3362015Assets 2016: $2,692,266Liabilities 2016: $68,772Net Assets 2016: $2,623,4942016Assets 2017: $2,639,309Liabilities 2017: $0Net Assets 2017: $2,639,3092017Assets 2018: $2,478,389Liabilities 2018: $0Net Assets 2018: $2,478,3892018Assets 2019: $2,326,951Liabilities 2019: $0Net Assets 2019: $2,326,9512019Assets 2020: $2,073,692Liabilities 2020: $0Net Assets 2020: $2,073,6922020Assets 2021: $2,284,456Liabilities 2021: $0Net Assets 2021: $2,284,4562021Assets 2022: $1,787,160Liabilities 2022: $0Net Assets 2022: $1,787,1602022Assets 2023: $1,706,133Liabilities 2023: $0Net Assets 2023: $1,706,1332023Assets 2024: $1,639,578Liabilities 2024: $536Net Assets 2024: $1,639,0422024Assets 2025: $1,578,462Liabilities 2025: $0Net Assets 2025: $1,578,4622025

Highlighted filing

2017

Assets$2,639,309
Liabilities$0
Net Assets$2,639,309
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $579,433Expenses 2011: $428,424Net Income 2011: $151,0092011Expenses 2012: $427,3292012Expenses 2013: $404,0092013Revenue 2014: $335,426Expenses 2014: $131,989Net Income 2014: $203,4372014Revenue 2015: $272,721Expenses 2015: $353,531Net Income 2015: -$80,8102015Revenue 2016: $153,575Expenses 2016: $382,285Net Income 2016: -$228,7102016Revenue 2017: $506,650Expenses 2017: $271,196Net Income 2017: $235,4542017Revenue 2018: $94,016Expenses 2018: $296,123Net Income 2018: -$202,1072018Revenue 2019: $64,022Expenses 2019: $265,819Net Income 2019: -$201,7972019Revenue 2020: $64,424Expenses 2020: $265,787Net Income 2020: -$201,3632020Revenue 2021: $113,377Expenses 2021: $244,513Net Income 2021: -$131,1362021Revenue 2022: $96,890Expenses 2022: $236,899Net Income 2022: -$140,0092022Revenue 2023: $59,262Expenses 2023: $224,020Net Income 2023: -$164,7582023Revenue 2024: $78,572Expenses 2024: $216,489Net Income 2024: -$137,9172024Revenue 2025: $80,796Expenses 2025: $240,017Net Income 2025: -$159,2212025

Highlighted filing

2017

Revenue$506,650
Expenses$271,196
Net Income$235,454
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$3,631,793
Mission and Program Overview

Mission

To provide healthcare benefits for retired employees of california state university east bay foundation.

To provide healthcare benefits for retired employees of csu east bay foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,623,494$2,639,309▲ $15,815
Investments in Publicly Traded Securities$2,523,493$2,477,923▼ $45,570
Cash and Non-Interest-Bearing Accounts$70,881$115,153▲ $44,272
Savings and Temporary Cash Investments$67,290$46,228▼ $21,062
Prepaid Expenses and Deferred Charges$24,625$0▼ $24,625
Accounts Receivable$5,977$5▼ $5,972
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,692,266$2,639,309▼ $52,957
Liabilities
Accounts Payable and Accrued Expenses$68,772$0▼ $68,772
Total Liabilities$68,772$0▼ $68,772
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,623,494$2,639,309▲ $15,815
Total Liabilities and Net Assets / Fund Balance$2,692,266$2,639,309▼ $52,957
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Michael MoonBoard Member$132,726$132,726
Monique ManopoulosBoard Member$118,996$118,996
Jeanne DittmanBoard Member (through Oct 2016)$111,849$111,849
Edward InchVice Chair$103,696$103,696
Don SawyerChair (as of April 2017)$90,170$90,170
Hendrix ErhahonBoard Member$8,702$8,702
Reza KhorasaniBoard Member$1,272$1,272
Samantha QuiambaoBoard Member$325$325

Board Members and Trustees

NameTitle
Tanya HauckChair (through Feb 2017)
Jeff SeitzBoard Member
Kim HuggettBoard Member
Debbie ChawSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$506,650
Other Revenue
$0
Change in Net Assets
$235,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$271,196
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
Fees for Service Investment Mgmnt Fees---$24,616
Other Expenses---$896
Total Functional Expenses$0$0$0$271,196
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
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

“California state university, hayward retiree health trust's board of directors is identical to the board of directors of california state university east bay foundation, the sponsoring organization.”

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

“The organization's form 990 was reviewed by the secretary/treasurer and was provided to the other board members before filing.”

Form 990, Part VI, Section B, Line 12C

“The organization has a conflict of interest policy that applies to board members, managers, employees and contracted consultants. Board members are required annually to sign and file the conflict of interest statement. Others are required annually to file a statement of economic interests. Transactions in which a board member has a conflict of interest are prohibited unless (a) the conflict is disclosed to the board and noted in the minutes, (b) the transaction is just and reasonable to the organization, and (c) the board thereafter votes to approve the transaction. The individual with the conflict may not attempt to influence the other board members in relation to the transaction and does not participate in the vote.”

Form 990, Part VI, Section B, Line 15

“California state university, hayward retiree health trust does not pay any employees. California state university, east bay, a related organization, does compensate employees and has formal compensation policies.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
California State University Hayward
EIN
94-3235218
Phone
5108853803
Address
25800 CARLOS BEE BLVD SA 2750, HAYWARD, CA 94542

Signing Officer

Name
Debbie Chaw
Title
Secretary/treasurer
Phone
5108853803
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Johnson
Formed
1995
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Kurt Bennion
Phone
6123764500
Raw XML AppendixShowing 400 of 437 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt068772
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt05977
IRS990/AccountsReceivableGrp/EOYAmt05
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTHCARE BENEFITS FOR RETIRED EMPLOYEES OF CSU EAST BAY FOUNDATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0DEBBIE CHAW
IRS990/BooksInCareOfDetail/PhoneNum05108853803
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025800 CARLOS BEE BLVD SA 2750
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAYWARD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094542
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02623494
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02639309
IRS990/CashNonInterestBearingGrp/BOYAmt070881
IRS990/CashNonInterestBearingGrp/EOYAmt0115153
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0506650
IRS990/CYOtherExpensesAmt0271196
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0235454
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0271196
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0506650
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTHCARE BENEFITS FOR RETIRED EMPLOYEES OF CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024616
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt516.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt76.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
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/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt065492
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt224216
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt368753
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt431069
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt829821
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt932660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1143357
IRS990/Form990PartVIISectionAGrp/PersonNm0TANYA HAUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1DON SAWYER
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD INCH
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBBIE CHAW
IRS990/Form990PartVIISectionAGrp/PersonNm4JEANNE DITTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5HENDRIX ERHAHON
IRS990/Form990PartVIISectionAGrp/PersonNm6KIM HUGGETT
IRS990/Form990PartVIISectionAGrp/PersonNm7REZA KHORASANI
IRS990/Form990PartVIISectionAGrp/PersonNm8MONIQUE MANOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL MOON
IRS990/Form990PartVIISectionAGrp/PersonNm10SAMANTHA QUIAMBAO
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFF SEITZ
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/ReportableCompFromRltdOrgAmt0222450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt279480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3226036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt480780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt58702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt71272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt889175
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9100066
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11195354
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR (THROUGH FEB 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR (AS OF APRIL 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER (THROUGH OCT 2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0450150
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03575293
IRS990/GrossReceiptsAmt03631793
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt056500
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056500
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02523493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02477923
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03125143
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTHCARE BENEFITS FOR RETIRED EMPLOYEES OF CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02623494
IRS990/NetAssetsOrFundBalancesEOYAmt02639309
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0450150
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0450150
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-219639
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RETIREE BENEFITS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0245684
IRS990/OtherExpensesGrp/TotalAmt1896
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024625
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BILL JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0153575
IRS990/PYOtherExpensesAmt0382285
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-228710
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0382285
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0153575
IRS990/ReconcilationRevenueExpnssAmt0235454
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067290
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046228
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0222450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1226036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2195354
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt055996
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt158636
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt226747
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110117
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216610
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TANYA HAUCK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DEBBIE CHAW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JEFF SEITZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR (THROUGH FEB 2017)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0287942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1294789
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2238711
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ALL COMPENSATION IS DETERMINED BY CALIFORNIA STATE UNIVERSITY EAST BAY. CALIFORNIA STATE UNIVERSITY EAST BAY USES WRITTEN EMPLOYMENT CONTRACTS AND COMPENSATION SURVEYS OR STUDIES IN SETTING EMPLOYEE COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALIFORNIA STATE UNIVERSITY, HAYWARD RETIREE HEALTH TRUST'S BOARD OF DIRECTORS IS IDENTICAL TO THE BOARD OF DIRECTORS OF CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION, THE SPONSORING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 WAS REVIEWED BY THE SECRETARY/TREASURER AND WAS PROVIDED TO THE OTHER BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOARD MEMBERS, MANAGERS, EMPLOYEES AND CONTRACTED CONSULTANTS. BOARD MEMBERS ARE REQUIRED ANNUALLY TO SIGN AND FILE THE CONFLICT OF INTEREST STATEMENT. OTHERS ARE REQUIRED ANNUALLY TO FILE A STATEMENT OF ECONOMIC INTERESTS. TRANSACTIONS IN WHICH A BOARD MEMBER HAS A CONFLICT OF INTEREST ARE PROHIBITED UNLESS (A) THE CONFLICT IS DISCLOSED TO THE BOARD AND NOTED IN THE MINUTES, (B) THE TRANSACTION IS JUST AND REASONABLE TO THE ORGANIZATION, AND (C) THE BOARD THEREAFTER VOTES TO APPROVE THE TRANSACTION. THE INDIVIDUAL WITH THE CONFLICT MAY NOT ATTEMPT TO INFLUENCE THE OTHER BOARD MEMBERS IN RELATION TO THE TRANSACTION AND DOES NOT PARTICIPATE IN THE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CALIFORNIA STATE UNIVERSITY, HAYWARD RETIREE HEALTH TRUST DOES NOT PAY ANY EMPLOYEES. CALIFORNIA STATE UNIVERSITY, EAST BAY, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES AND HAS FORMAL COMPENSATION POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CSU EAST BAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA STATE UNIVERSITY EAST BAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946390556
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1941524922
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115(I)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE SERVICES THAT AID & ADVANCE THE EDUCATIONAL GOALS OF CSU EAST BAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt025800 CARLOS BEE BLVD SA 2750
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt125800 CARLOS BEE BLVD SA 2750
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAYWARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAYWARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094542
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194542
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02692266
IRS990/TotalAssetsEOYAmt02639309
IRS990/TotalAssetsGrp/BOYAmt02692266
IRS990/TotalAssetsGrp/EOYAmt02639309
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0271196
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068772
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt068772
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02623494
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02639309
IRS990/TotalOtherCompensationAmt0295368
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0506650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0506650
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02692266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02639309
IRS990/TotReportableCompRltdOrgAmt01093810
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025800 CARLOS BEE BLVD SA 2750
IRS990/USAddress/CityNm0HAYWARD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094542
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt01

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
$2,639,309
Liabilities
$0
Net assets
$2,639,309
Revenue
$506,650
Expenses
$271,196
Net income
$235,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.24$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.22$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.06$0.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.24$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.06$0.27$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.06$0.27$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.09$0.30$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.51$0.27$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.07$2.62$0.15$0.38$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.07$2.98$0.27$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.07$3.18$0.34$0.13$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.07$2.83$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.06$2.33$0.43
2011Summary only. Only limited summary data is available for this year.$2.39$0.06$2.33$0.58$0.43$0.15