Civic Intelligence

Pacific Service Employees Benefit Association

EIN 94-6091959 • 501(c)9 • Concord, CA

View Organization Page

Profile

To provide disability benefits.

1390 Willow Pass Rd 240Concord, CA 94520

www.psea.info

Siviq Scores

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

Liabilities / Assets

68th percentile

0.05x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

6.5%

Higher net margin than 58% of similar nonprofits.

501(c)9 • $1M-$5M 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

38th percentile

-2.1%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

32%

Faster revenue growth than 82% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$2,603,682

Down $55,395 (-2.1%) from 2023

Liabilities

Up

$128,773

Up $5,840 (+4.8%) from 2023

Net Assets

Down

$2,474,909

Down $61,235 (-2.4%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin58th percentile

Revenue

Up

$391,159

Up $95,497 (+32%) from 2023

Expenses

Down

$365,740

Down $8,151 (-2.2%) from 2023

Net Income

Up

$25,419

Up $103,648 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,795,209Liabilities 2011: $95,372Net Assets 2011: $3,699,8372011Assets 2012: $3,703,186Liabilities 2012: $120,953Net Assets 2012: $3,582,2332012Assets 2013: $3,584,657Liabilities 2013: $108,492Net Assets 2013: $3,476,1652013Assets 2014: $3,542,560Liabilities 2014: $143,918Net Assets 2014: $3,398,6422014Assets 2015: $3,506,953Liabilities 2015: $127,202Net Assets 2015: $3,379,7512015Assets 2016: $3,346,478Liabilities 2016: $58,281Net Assets 2016: $3,288,1972016Assets 2017: $3,150,237Liabilities 2017: $58,301Net Assets 2017: $3,091,9362017Assets 2018: $2,996,672Liabilities 2018: $58,301Net Assets 2018: $2,938,3712018Assets 2019: $2,838,637Liabilities 2019: $29,345Net Assets 2019: $2,809,2922019Assets 2020: $2,781,676Liabilities 2020: $38,237Net Assets 2020: $2,743,4392020Assets 2021: $2,707,605Liabilities 2021: $88,205Net Assets 2021: $2,619,4002021Assets 2022: $2,662,327Liabilities 2022: $68,765Net Assets 2022: $2,593,5622022Assets 2023: $2,659,077Liabilities 2023: $122,933Net Assets 2023: $2,536,1442023Assets 2024: $2,603,682Liabilities 2024: $128,773Net Assets 2024: $2,474,9092024

Highlighted filing

2024

Assets$2,603,682
Liabilities$128,773
Net Assets$2,474,909
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $415,253Expenses 2011: $544,134Net Income 2011: -$128,8812011Revenue 2012: $380,408Expenses 2012: $498,012Net Income 2012: -$117,6042012Revenue 2013: $365,040Expenses 2013: $426,909Net Income 2013: -$61,8692013Revenue 2014: $377,629Expenses 2014: $476,330Net Income 2014: -$98,7012014Revenue 2015: $345,785Expenses 2015: $381,953Net Income 2015: -$36,1682015Revenue 2016: $333,239Expenses 2016: $448,882Net Income 2016: -$115,6432016Revenue 2017: $287,077Expenses 2017: $463,049Net Income 2017: -$175,9722017Revenue 2018: $275,436Expenses 2018: $419,473Net Income 2018: -$144,0372018Revenue 2019: $259,823Expenses 2019: $403,838Net Income 2019: -$144,0152019Revenue 2020: $338,375Expenses 2020: $401,940Net Income 2020: -$63,5652020Revenue 2021: $297,739Expenses 2021: $404,279Net Income 2021: -$106,5402021Revenue 2022: $261,776Expenses 2022: $280,613Net Income 2022: -$18,8372022Revenue 2023: $295,662Expenses 2023: $373,891Net Income 2023: -$78,2292023Revenue 2024: $391,159Expenses 2024: $365,740Net Income 2024: $25,4192024

Highlighted filing

2024

Revenue$391,159
Expenses$365,740
Net Income$25,419
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
$2,603,682
Liabilities
$128,773
Net assets
$2,474,909
Revenue
$391,159
Expenses
$365,740
Net income
$25,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.13$2.47$0.39$0.37$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.12$2.54$0.30$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.07$2.59$0.26$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.09$2.62$0.30$0.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.74$0.34$0.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.03$2.81$0.26$0.40$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.06$2.94$0.28$0.42$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.06$3.09$0.29$0.46$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.35$0.06$3.29$0.33$0.45$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.13$3.38$0.35$0.38$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.14$3.40$0.38$0.48$0.10
2013Summary only. Only limited summary data is available for this year.$3.58$0.11$3.48$0.37$0.43$0.06
2012Summary only. Only limited summary data is available for this year.$3.70$0.12$3.58$0.38$0.50$0.12
2011Summary only. Only limited summary data is available for this year.$3.80$0.10$3.70$0.42$0.54$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$391,159
Mission and Program Overview

Mission

To provide disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,571,051$2,491,800▼ $79,251
Rtn Earn Endowment Incm Other Fnds$2,526,725$2,474,909▼ $51,816
Cash and Non-Interest-Bearing Accounts$88,026$111,882▲ $23,856
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,659,077$2,603,682▼ $55,395
Other Assets Total-$0-
Liabilities
Other Liabilities$131,092$127,513▼ $3,579
Deferred Revenue$1,260$1,260→ $0
Total Liabilities$132,352$128,773▼ $3,579
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,526,725$2,474,909▼ $51,816
Total Liabilities and Net Assets / Fund Balance$2,659,077$2,603,682▼ $55,395
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Eddie BarriosChair
Rick FetroRetiree Chair
J'NET HERINGRetiree V-Chair
Jeffrey WagnerPresident
Teresa Tc WalshVice Chair
DA'CHON PACEChapter Trustee
Abe OchoaTrustee
Fred QuinnTrustee
Marlena CamarenaTrustee
Sheena AltwerTrustee
Sonia Garcia LoboTrustee
Javi ContrerasAdvisor
Alice MatthewsSecretary
Vlad ChekholkoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$218,209
Investment Income
$172,950
Other Revenue
$0
Change in Net Assets
$25,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,158
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$154,582--$154,582
Fees for Services Management-$98,561-$98,561
Other Expenses-$72,788-$72,788
Fees for Services Accounting-$31,385-$31,385
Fees for Services Other-$7,450-$7,450
Fees for Services Legal-$974-$974
Total Functional Expenses$154,582$211,158$0$365,740
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payables$107,980
Disability Claims Payable$19,533
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 has contracted with pacific service employees association to administer the plan.”

Form 990, Part VI, Section A, Line 8B

“The board of trustees currently does not have subcommittees.”

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

“The president reviewed the form 990 for accuracy and completeness prior to filing the form with the irs. The form was provided to all trustees prior to filing the form with the irs.”

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

“Employees, officers, and trustees as applicable are required to disclose annually interests that could give rise to conflicts. The organization regularly and consistently monitors and enforces compliance with the policy. All employees, officers or trustees are required to immediately report any potential conflicts of interest to their supervisor or to the board of trustees. The supervisor or board of trustees will decide if an actual conflict of interest exists. The person with the conflict is excluded from taking part in the deliberations and discussions involving the conflict.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents, conflict-of-interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Pacific Service Employees Benefit
EIN
94-6091959
Phone
9252466224
Address
1390 Willow Pass Rd 240, Concord, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
President
Signed
2025-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Wagner
Formed
1923
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
LNB Accounting CPA
Address
1320 Willow Pass Rd Ste 600, Concord, CA 94520
Preparer
Lilas Baketa
Phone
9252311464
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fund balance adjustment due to decrease in accrued claims = $19145”

Form 990, Part XII, Line 2C

“The chairman of the board of trustees has the authority to hire an independent auditor and to oversee the audit of the financial statements. This process has not changed.”

Financial Statement Notes

Part X : FIN48 Footnote

“Part x, line 2:the plan has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2019, 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. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2015.”

Raw XML AppendixShowing 400 of 461 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/BooksInCareOfDetail/PhoneNum09252466224
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Retiree Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Retiree V-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chapter Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 2:THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2019, 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. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt0127513
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH PACIFIC SERVICE EMPLOYEES ASSOCIATION TO ADMINISTER THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES CURRENTLY DOES NOT HAVE SUBCOMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS PRIOR TO FILING THE FORM WITH THE IRS. THE FORM WAS PROVIDED TO ALL TRUSTEES PRIOR TO FILING THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYEES, OFFICERS, AND TRUSTEES AS APPLICABLE ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. ALL EMPLOYEES, OFFICERS OR TRUSTEES ARE REQUIRED TO IMMEDIATELY REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THEIR SUPERVISOR OR TO THE BOARD OF TRUSTEES. THE SUPERVISOR OR BOARD OF TRUSTEES WILL DECIDE IF AN ACTUAL CONFLICT OF INTEREST EXISTS. THE PERSON WITH THE CONFLICT IS EXCLUDED FROM TAKING PART IN THE DELIBERATIONS AND DISCUSSIONS INVOLVING THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUND BALANCE ADJUSTMENT DUE TO DECREASE IN ACCRUED CLAIMS = $19145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CHAIRMAN OF THE BOARD OF TRUSTEES HAS THE AUTHORITY TO HIRE AN INDEPENDENT AUDITOR AND TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED.
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 B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2c
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACIFIC SERVICES EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PSEAPSEBAPSFCU AND SJPECU RETIREE BENEFITS PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PG&E PSEA EMERGENCY ASSISTANCE FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Recreation activities, social gathering
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Medical insurance for retired employees
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Temporary hardship assistance to members
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 4102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21390 WILLOW PASS ROAD STE 240
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