Civic Intelligence

Industry Banquet Committee

EIN 94-3364600 • 501(c)5 • Pleasanton, CA

Profile

To provide workers and employers with opportunities to explore new and innovative joint approaches to achieving organizational effectiveness.

7180 Koll Center Pkwy Ste 200Pleasanton, CA 94566

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-109%

Higher net margin than 1% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-24%

Faster revenue growth than 6% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$608,931

Down $93,121 (-13%) from 2023

Liabilities

Down

$7,402

Down $21,185 (-74%) from 2023

Net Assets

Down

$601,529

Down $71,936 (-11%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin1st percentile

Revenue

Down

$138,301

Down $42,876 (-24%) from 2023

Expenses

Down

$289,068

Down $20,220 (-6.5%) from 2023

Net Income

Down

-$150,767

Down $22,656 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $654,018Liabilities 2010: $2,891Net Assets 2010: $651,1272010Assets 2011: $736,198Liabilities 2011: $4,210Net Assets 2011: $731,9882011Assets 2012: $891,392Liabilities 2012: $8,022Net Assets 2012: $883,3702012Assets 2013: $1,038,003Liabilities 2013: $34,003Net Assets 2013: $1,004,0002013Assets 2014: $1,076,302Liabilities 2014: $9,710Net Assets 2014: $1,066,5922014Assets 2015: $1,149,541Liabilities 2015: $3,761Net Assets 2015: $1,145,7802015Assets 2016: $1,224,637Liabilities 2016: $7,508Net Assets 2016: $1,217,1292016Assets 2017: $1,270,198Liabilities 2017: $10,395Net Assets 2017: $1,259,8032017Assets 2018: $1,292,147Liabilities 2018: $3,410Net Assets 2018: $1,288,7372018Assets 2019: $1,363,570Liabilities 2019: $17,216Net Assets 2019: $1,346,3542019Assets 2020: $1,181,808Liabilities 2020: $15,664Net Assets 2020: $1,166,1442020Assets 2021: $978,649Liabilities 2021: $12,647Net Assets 2021: $966,0022021Assets 2022: $802,731Liabilities 2022: $16,585Net Assets 2022: $786,1462022Assets 2023: $702,052Liabilities 2023: $28,587Net Assets 2023: $673,4652023Assets 2024: $608,931Liabilities 2024: $7,402Net Assets 2024: $601,5292024

Highlighted filing

2024

Assets$608,931
Liabilities$7,402
Net Assets$601,529
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KRevenue 2010: $201,147Expenses 2010: $58,920Net Income 2010: $142,2272010Revenue 2011: $154,587Expenses 2011: $65,760Net Income 2011: $88,8272011Revenue 2012: $217,912Expenses 2012: $79,854Net Income 2012: $138,0582012Revenue 2013: $205,952Expenses 2013: $72,591Net Income 2013: $133,3612013Revenue 2014: $225,309Expenses 2014: $138,103Net Income 2014: $87,2062014Revenue 2015: $230,303Expenses 2015: $135,262Net Income 2015: $95,0412015Revenue 2016: $204,965Expenses 2016: $132,295Net Income 2016: $72,6702016Revenue 2017: $198,984Expenses 2017: $157,310Net Income 2017: $41,6742017Revenue 2018: $199,238Expenses 2018: $153,809Net Income 2018: $45,4292018Revenue 2019: $215,238Expenses 2019: $168,122Net Income 2019: $47,1162019Revenue 2020: $69,639Expenses 2020: $266,252Net Income 2020: -$196,6132020Revenue 2021: $55,708Expenses 2021: $243,025Net Income 2021: -$187,3172021Revenue 2022: $125,650Expenses 2022: $256,751Net Income 2022: -$131,1012022Revenue 2023: $181,177Expenses 2023: $309,288Net Income 2023: -$128,1112023Revenue 2024: $138,301Expenses 2024: $289,068Net Income 2024: -$150,7672024

Highlighted filing

2024

Revenue$138,301
Expenses$289,068
Net Income-$150,767
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$608,931
Liabilities
$7,402
Net assets
$601,529
Revenue
$138,301
Expenses
$289,068
Net income
-$150,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.01$0.60$0.14$0.29$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.18$0.31$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.02$0.79$0.13$0.26$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.06$0.24$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.17$0.07$0.27$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.35$0.22$0.17$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.20$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.20$0.16$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.22$0.20$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.23$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.23$0.14$0.09
2013Summary only. Only limited summary data is available for this year.$1.04$0.03$1.00$0.21$0.07$0.13
2012Summary only. Only limited summary data is available for this year.$0.89$0.01$0.88$0.22$0.08$0.14
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.73$0.15$0.07$0.09
2010Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.20$0.06$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$962,370
Mission and Program Overview

Mission

NONE

To provide workers and employers with approaches to achieving organizational effectiveness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$673,465$601,529▼ $71,936
Investments in Publicly Traded Securities$654,301$565,178▼ $89,123
Accounts Receivable$27,795$25,952▼ $1,843
Cash and Non-Interest-Bearing Accounts$19,275$17,114▼ $2,161
Prepaid Expenses and Deferred Charges$681$687▲ $6
Savings and Temporary Cash Investments$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
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$702,052$608,931▼ $93,121
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$28,471$7,143▼ $21,328
Other Liabilities$116$259▲ $143
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$28,587$7,402▼ $21,185
Net Assets / Fund Balance
Total Net Assets Fund Balance$673,465$601,529▼ $71,936
Total Liabilities and Net Assets / Fund Balance$702,052$608,931▼ $93,121
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kim WirshingTrustee
Mike CaseyTrustee
Murat EskiciogluTrustee
Robert RhodesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$187,744
Investment Income
$-49,443
Other Revenue
$0
Change in Net Assets
$-150,767

Audited Revenue Reconciliation

Revenue per Audited Statements
$135,911
Revenue Not Reported on Financial Statements
$2,390
Revenue Not Reported on Form 990
$78,831
Total Revenue per Audited Statements
$214,742
Total Revenue per Form 990
$138,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$258,116
Other Expenses$30,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$155,739
Other Employee Benefits---$82,035
Payroll Taxes---$12,185
Fees for Services Accounting---$11,250
Pension Plan Contributions---$8,157
Fees for Services Other---$4,694
Office Expenses---$3,975
Fees for Services Management---$3,720
Fees for Service Investment Mgmnt Fees---$2,390
Insurance---$2,231
Other Expenses---$1,438
Fees for Services Legal---$1,254
Total Functional Expenses$0$0$0$289,068

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$289,068
Expenses per Audited Statements$286,678
Total Expenses per Audited Statements$286,678
Expenses Not Reported on Financial Statements$2,390
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Funds$259
Governance and Compliance

Governance Checklist

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

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“The organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator, northwest administrators inc.”

FORM 990, PART VI, SECTION A, LINE 8B:

“The fund does not have any sub-committees with the authority to act on behalf of the board.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The trustees designate the administrator, benesys administrators, to review the form.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization does not make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Industry Banquet Committee
EIN
94-3364600
In Care Of
% BENESYS ADMINISTRATORS
Phone
9253987060
Address
7180 Koll Center Pkwy Ste 200, Pleasanton, CA 94566

Signing Officer

Name
Mike Casey
Title
Trustee
Phone
9253957060
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Casey
Formed
1999
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Mark E Flanagan
Phone
4159563600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for the oversight of the audit of the organization's financial statements and the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The organization adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Organization believes that the Organization has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statues of limitations have not expired, are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 429 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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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02390
IRS990ScheduleD/RevenueSubtotalAmt0135911
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Organization believes that the Organization has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statues of limitations have not expired, are subject to examination by authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt0259
IRS990ScheduleD/TotalRevenuePerForm990Amt0138301
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, NORTHWEST ADMINISTRATORS INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DOES NOT HAVE ANY SUB-COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES DESIGNATE THE ADMINISTRATOR, BENESYS ADMINISTRATORS, TO REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SF CULINARY BARTENDERS AND SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SF CULINARY BARTENDERS AND SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SF HOTEL RESTAURANT LABOR MANAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941645611
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1946625180
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237103043
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Health
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Legal
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Training
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt17180 Koll Center Pkwy Ste 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt27180 Koll Center Pkwy Ste 200
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SF CULINARY HEALTH AND WELFARE FUND
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