Civic Intelligence

California State University Hayward Retiree Health Trust

990 • Fiscal year 2018 • EIN 94-3235218

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

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

39th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-215%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$318,457

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 338.7% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

32nd percentile

-6.1%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,478,389

Down $160,920 (-6.1%) from 2017

Net Assets

Down

$2,478,389

Down $160,920 (-6.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin4th percentile

Revenue

Down

$94,016

Down $412,634 (-81%) from 2017

Expenses

Up

$296,123

Up $24,927 (+9.2%) from 2017

Net Income

Down

-$202,107

Down $437,561 (-186%) from 2017

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

2018

Assets$2,478,389
Liabilities$0
Net Assets$2,478,389
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$94,016
Expenses$296,123
Net Income-$202,107
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$392,480
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$2,639,309$2,478,389▼ $160,920
Investments in Publicly Traded Securities$2,477,923$2,334,785▼ $143,138
Cash and Non-Interest-Bearing Accounts$115,153$121,924▲ $6,771
Savings and Temporary Cash Investments$46,228$21,677▼ $24,551
Accounts Receivable$5$3▼ $2
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,639,309$2,478,389▼ $160,920
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,639,309$2,478,389▼ $160,920
Total Liabilities and Net Assets / Fund Balance$2,639,309$2,478,389▼ $160,920
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Dr Monique ManopoulosBoard Member$113,381$113,381
William JohnsonChair$86,261$86,261
Ryan FinazzoBoard Member$6,922$6,922

Board Members and Trustees

NameTitle
Edward InchVice Chair
Jeff SeitzBoard Member
Joshua PeckhamBoard Member
Kim HuggettBoard Member
Samantha QuiambaoBoard Member
Debbie ChawSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$94,016
Other Revenue
$0
Change in Net Assets
$-202,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,123
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---$281,420
Fees for Service Investment Mgmnt Fees---$13,894
Fees for Services Other---$809
Total Functional Expenses$0$0$0$296,123
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
William Johnson
Title
Chair
Phone
5108854170
Signed
2018-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Johnson
Formed
1995
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Kurt Bennion
Phone
6123764500
Raw XML AppendixShowing 400 of 408 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VICE CHAIR
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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.
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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
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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
$2,478,389
Liabilities
$0
Net assets
$2,478,389
Revenue
$94,016
Expenses
$296,123
Net income
-$202,107
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