Civic Intelligence

East Bay Drayage Drivers Security Fund

EIN 94-6073020 • 501(c)9 • Walnut Creek, CA

View Organization Page

Profile

To provide health and welfare benefits in this multiemployer plan.

PO Box 5030Walnut Creek, CA 94596

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.14x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.13x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

14th percentile

-11%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $50M-$100M 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

25th percentile

-1.5%

Faster asset growth than 25% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-4.1%

Faster revenue growth than 20% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$70,456,123

Down $1,041,827 (-1.5%) from 2023

Liabilities

Up

$10,049,704

Up $297,857 (+3.1%) from 2023

Net Assets

Down

$60,406,419

Down $1,339,684 (-2.2%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin14th percentile

Revenue

Down

$78,949,412

Down $3,369,636 (-4.1%) from 2023

Expenses

Up

$87,602,882

Up $6,620,024 (+8.2%) from 2023

Net Income

Down

-$8,653,470

Down $9,989,660 (-748%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$80M$60M$40M$20M$0Assets 2010: $40,092,968Liabilities 2010: $7,714,154Net Assets 2010: $32,378,8142010Assets 2011: $35,066,000Liabilities 2011: $5,484,772Net Assets 2011: $29,581,2282011Assets 2012: $33,955,613Liabilities 2012: $5,633,784Net Assets 2012: $28,321,8292012Assets 2013: $30,343,092Liabilities 2013: $5,468,328Net Assets 2013: $24,874,7642013Assets 2014: $34,060,548Liabilities 2014: $8,541,517Net Assets 2014: $25,519,0312014Assets 2015: $38,198,393Liabilities 2015: $9,206,928Net Assets 2015: $28,991,4652015Assets 2016: $42,776,427Liabilities 2016: $10,557,939Net Assets 2016: $32,218,4882016Assets 2017: $49,561,917Liabilities 2017: $9,968,884Net Assets 2017: $39,593,0332017Assets 2018: $53,938,277Liabilities 2018: $10,617,987Net Assets 2018: $43,320,2902018Assets 2019: $60,170,635Liabilities 2019: $12,052,221Net Assets 2019: $48,118,4142019Assets 2020: $62,396,392Liabilities 2020: $9,014,029Net Assets 2020: $53,382,3632020Assets 2021: $71,254,325Liabilities 2021: $7,929,097Net Assets 2021: $63,325,2282021Assets 2022: $68,861,690Liabilities 2022: $8,898,066Net Assets 2022: $59,963,6242022Assets 2023: $71,497,950Liabilities 2023: $9,751,847Net Assets 2023: $61,746,1032023Assets 2024: $70,456,123Liabilities 2024: $10,049,704Net Assets 2024: $60,406,4192024

Highlighted filing

2024

Assets$70,456,123
Liabilities$10,049,704
Net Assets$60,406,419
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$100M$50M$0-$50MExpenses 2010: $40,121,3522010Expenses 2011: $41,945,4512011Expenses 2012: $44,867,0982012Expenses 2013: $46,642,1992013Revenue 2014: $49,583,392Expenses 2014: $49,130,954Net Income 2014: $452,4382014Revenue 2015: $54,588,910Expenses 2015: $50,800,788Net Income 2015: $3,788,1222015Revenue 2016: $57,656,690Expenses 2016: $54,748,812Net Income 2016: $2,907,8782016Revenue 2017: $58,765,743Expenses 2017: $52,983,392Net Income 2017: $5,782,3512017Revenue 2018: $63,393,387Expenses 2018: $58,344,003Net Income 2018: $5,049,3842018Revenue 2019: $68,813,228Expenses 2019: $64,664,724Net Income 2019: $4,148,5042019Revenue 2020: $71,426,490Expenses 2020: $67,577,709Net Income 2020: $3,848,7812020Revenue 2021: $78,936,100Expenses 2021: $68,189,569Net Income 2021: $10,746,5312021Revenue 2022: $76,525,712Expenses 2022: $70,878,795Net Income 2022: $5,646,9172022Revenue 2023: $82,319,048Expenses 2023: $80,982,858Net Income 2023: $1,336,1902023Revenue 2024: $78,949,412Expenses 2024: $87,602,882Net Income 2024: -$8,653,4702024

Highlighted filing

2024

Revenue$78,949,412
Expenses$87,602,882
Net Income-$8,653,470
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,456,123
Liabilities
$10,049,704
Net assets
$60,406,419
Revenue
$78,949,412
Expenses
$87,602,882
Net income
-$8,653,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.5$10.0$60.4$78.9$87.6$8.65
2023Detailed filing. Detailed filing data is available for this year.$71.5$9.75$61.7$82.3$81.0$1.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.9$8.90$60.0$76.5$70.9$5.65
2021Detailed filing. Detailed filing data is available for this year.$71.3$7.93$63.3$78.9$68.2$10.7
2020Detailed filing. Detailed filing data is available for this year.$62.4$9.01$53.4$71.4$67.6$3.85
2019Detailed filing. Detailed filing data is available for this year.$60.2$12.1$48.1$68.8$64.7$4.15
2018Detailed filing. Detailed filing data is available for this year.$53.9$10.6$43.3$63.4$58.3$5.05
2017Detailed filing. Detailed filing data is available for this year.$49.6$9.97$39.6$58.8$53.0$5.78
2016Detailed filing. Detailed filing data is available for this year.$42.8$10.6$32.2$57.7$54.7$2.91
2015Detailed filing. Detailed filing data is available for this year.$38.2$9.21$29.0$54.6$50.8$3.79
2014Detailed filing. Detailed filing data is available for this year.$34.1$8.54$25.5$49.6$49.1$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$5.47$24.9$46.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$5.63$28.3$44.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$5.48$29.6$41.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$7.71$32.4$40.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$94,112,646
Mission and Program Overview

Mission

To provide health and welfare benefits.

To provide health and welfare benefits in this multiemployer plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$63,214,441$62,679,892▼ $534,549
Rtn Earn Endowment Incm Other Fnds$61,746,103$60,406,419▼ $1,339,684
Accounts Receivable$6,875,000$7,001,114▲ $126,114
Cash and Non-Interest-Bearing Accounts$1,081,752$373,864▼ $707,888
Savings and Temporary Cash Investments$326,757$325,703▼ $1,054
Prepaid Expenses and Deferred Charges$0$75,550▲ $75,550
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$71,497,950$70,456,123▼ $1,041,827
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$9,557,807$9,815,486▲ $257,679
Accounts Payable and Accrued Expenses$174,592$216,880▲ $42,288
Deferred Revenue$19,448$17,338▼ $2,110
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$9,751,847$10,049,704▲ $297,857
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,746,103$60,406,419▼ $1,339,684
Total Liabilities and Net Assets / Fund Balance$71,497,950$70,456,123▼ $1,041,827
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marty FratesCo-chair
Rich MurphyCo-chair
Deb OstendorpTrustee
Dominic ChiovareTrustee
Felix MartinezTrustee
Greg OngTrustee
Mark HawkinsTrustee
Lou PellegriniTrustee (thru 5/6/2024)
See Schedule O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Corcoran AdministratorsContract Admin3313 Vincent Roadsuite 216, Pleasant Hill, CA 94523$1,624,644
McMorgan CoInvestment MGMTOne Front Streetsuite 500, San Francisco, CA 94111$210,727
Innovative Cost Management ServicesConsulting Services2 NORTH MARKET STREET SUITE 420, San Jose, CA 95113$124,120
Blue CrossClaims Processing3075 VANDERCAR WAY, Cincinnati, OH 45209$108,474
HealthLinX LLCPbm Consulting833 Pioneer ROAD UNITE 103, Draper, UT 84020$103,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,455,613
Investment Income
$2,381,299
Other Revenue
$112,500
Change in Net Assets
$-8,653,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$78,710,128
Revenue Not Reported on Financial Statements
$239,284
Revenue Not Reported on Form 990
$7,313,786
Total Revenue per Audited Statements
$86,023,914
Total Revenue per Form 990
$78,949,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,675,817
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---$84,927,065
Fees for Services Management---$1,520,033
Fees for Services Other---$545,898
Fees for Service Investment Mgmnt Fees---$239,284
Fees for Services Legal---$122,412
Insurance---$72,439
Conferences and Meetings---$68,179
Fees for Services Accounting---$50,885
Office Expenses---$38,731
Other Expenses---$17,956
Total Functional Expenses$0$0$0$87,602,882

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$87,602,882
Expenses per Audited Statements$87,105,919
Total Expenses per Audited Statements$87,105,919
Expenses Not Reported on Financial Statements$496,963
Other Expense Adjustments$257,679
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
Accumulated Eligibility Credits$6,160,000
Claims Payable (ibnr)$2,125,747
Premiums Payable$1,529,739
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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 plan contracted with corcoran administrators, inc. To provide administrative services for the orgaization.”

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

“There is no committee with the authority to act on behalf of the governing board.”

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

“A copy of the form 990 was provided to the board of trustees for review before it was filed.”

FORM 990, PART VI, SECTION B, LINE 12C:

“At least once a year, trustees and other individuals who are subject to the conflict of interest policy will be asked to disclose in writing any relationship or interests that could give rise to a conflict. Should any individual covered by the policy determine or suspect that he or she possesses an actual or potential conflict of interest, such individual must disclose the existence of the financial interest or relationship giving rise to the conflict and disclose all relevant facts prior to participating in any decision to enter into any proposed transaction or arrangement or, if later, as soon as the actual or potential conflict is recognized.”

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

“The organization makes its governing documents, conflict of interest and financial information available upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, corcoran administrators, inc.”

Filing and Contact Details

Filer

Filer Name
East Bay Drayage Drivers Security Fund
EIN
94-6073020
In Care Of
% CORCORAN ADMINSTRATION INC
Phone
9259541439
Address
PO Box 5030, Walnut Creek, CA 94596

Signing Officer

Name
Felix Martinez
Title
Trustee
Phone
2099405100
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Frates
Formed
1952
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 1A:

“The plan's third-party administrator files one form 1099 on behalf of all the plans they administer for the various "independent contractors." therefore, this question has been answered zero for this organization.”

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the annual audit and selection of the independent accountant. The process has not changed from the prior year.”

FORM 990, PART V, LINE 2A:

“The plan does not have employees. However, certain participants of the plan received a form w-2 for taxable domestic partner benefits.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in Benefit Obligations”

FORM 990, SCHEDULE D, PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of october 31, 2024 and 2023, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 514 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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IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Hawkins
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IRS990/Form990PartVIISectionAGrp/PersonNm5FELIX MARTINEZ
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (THRU 5/6/2024)
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Changes in Benefit Obligations
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF OCTOBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt09815486
IRS990ScheduleD/TotalRevenuePerForm990Amt078949412
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S THIRD-PARTY ADMINISTRATOR FILES ONE FORM 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS "INDEPENDENT CONTRACTORS." THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN CONTRACTED WITH CORCORAN ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGAIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AT LEAST ONCE A YEAR, TRUSTEES AND OTHER INDIVIDUALS WHO ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIP OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THE POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR RELATIONSHIP GIVING RISE TO THE CONFLICT AND DISCLOSE ALL RELEVANT FACTS PRIOR TO PARTICIPATING IN ANY DECISION TO ENTER INTO ANY PROPOSED TRANSACTION OR ARRANGEMENT OR, IF LATER, AS SOON AS THE ACTUAL OR POTENTIAL CONFLICT IS RECOGNIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PLAN DOES NOT HAVE EMPLOYEES. HOWEVER, CERTAIN PARTICIPANTS OF THE PLAN RECEIVED A FORM W-2 FOR TAXABLE DOMESTIC PARTNER BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, CORCORAN ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART V, LINE 2A:

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