Civic Intelligence

Pacific Service Employees Benefit Association

990 • Fiscal year 2019 • EIN 94-6091959

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2021

Organization Profilewww.psea.info

View Organization Page

1390 Willow Pass RdConcord, CA 94520

(925) 246-6224

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.11x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-6.0%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-5.7%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,817,971

Down $178,701 (-6.0%) from 2018

Net Assets

Down

$2,788,626

Down $149,745 (-5.1%) from 2018

Liabilities

Down

$29,345

Down $28,956 (-50%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin7th percentile

Revenue

Down

$259,823

Down $15,613 (-5.7%) from 2018

Expenses

Up

$424,504

Up $5,031 (+1.2%) from 2018

Net Income

Down

-$164,681

Down $20,644 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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: $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: $2,817,971Liabilities 2019: $29,345Net Assets 2019: $2,788,6262019Assets 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

2019

Assets$2,817,971
Liabilities$29,345
Net Assets$2,788,626
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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: $424,504Net Income 2019: -$164,6812019Revenue 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

2019

Revenue$259,823
Expenses$424,504
Net Income-$164,681
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2021
Return Version
2019v5.0
Gross Receipts
$259,823
Mission and Program Overview

Mission

To provide disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,938,371$2,788,626▼ $149,745
Investments in Publicly Traded Securities$2,318,377$2,380,109▲ $61,732
Cash and Non-Interest-Bearing Accounts$621,793$435,093▼ $186,700
Other Notes and Loans Receivable, Net$56,502$2,769▼ $53,733
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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$2,996,672$2,817,971▼ $178,701
Other Assets Total-$0-
Liabilities
Other Liabilities$35,616$28,085▼ $7,531
Deferred Revenue$22,685$1,260▼ $21,425
Total Liabilities$58,301$29,345▼ $28,956
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,938,371$2,788,626▼ $149,745
Total Liabilities and Net Assets / Fund Balance$2,996,672$2,817,971▼ $178,701
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Heather LakeChairperson
James McdanielRetiree Chairman
Paul VelascoRetiree Chairperson - Past
Jeff WagnerPresident
Doug ChadbournePresident - Past
Rick FetroRetiree Vice-Chairman
John PaleoVice-Chairman
Marie Dragon-gumaboChapter Trustee
DA'CHON PACEChapter Trustee - Past
Fred QuinnTrustee
Mona MccarthyTrustee
Olivia LyTrustee
Sonia GarciaTrustee
Teresa WalshTrustee
Dave CantuaTrustee - Past
Ray HafaliaTrustee-Past
Clara Mcafee-evansAdvisor
Dena MarchiniRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$201,568
Investment Income
$36,830
Other Revenue
$21,425
Change in Net Assets
$-164,681

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,823
Revenue Not Reported on Form 990
$7,405
Total Revenue per Audited Statements
$267,228
Total Revenue per Form 990
$259,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,729
Other Expenses$103,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$210,075--$210,075
Other Salaries and Wages-$101,843-$101,843
Office Expenses-$56,183-$56,183
Payments to Affiliates-$20,666-$20,666
Occupancy-$11,700-$11,700
Fees for Services Accounting-$10,000-$10,000
Payroll Taxes-$8,886-$8,886
Fees for Services Other-$5,091-$5,091
Fees for Service Investment Mgmnt Fees-$60-$60
Total Functional Expenses$210,075$214,429$0$424,504

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$424,504
Total Expenses per Audited Statements$424,504
Total Expenses per Form 990$424,504
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
Disability Claims Payable$28,085
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, Line 3: Description of Delegated Duties to Management Company

“The plan has contracted with pacific service employees association to administer the plan.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“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, Concord, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
President
Signed
2021-11-16
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

Other Changes In Net Assets Or Fund Balances - Other Increases

“Fund balance adjustments due to decrease in accrued claims = $7531”

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“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.”

Amended Explanation

“The discovery of facts subsequent to the 2019 annual financial statement audit necessitates the revision of the 2019 financial statements and amendment of the 2019 tax return.”

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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee-Past
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Retiree Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Retiree Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chapter Trustee - Past
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee - Past
IRS990/Form990PartVIISectionAGrp/TitleTxt14Retiree Chairperson - Past
IRS990/Form990PartVIISectionAGrp/TitleTxt15Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16President - Past
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IRS990/MissionDesc0TO PROVIDE DISABILITY BENEFITS.
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IRS990/OtherLiabilitiesGrp/EOYAmt028085
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Jeffrey Wagner
IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DISABILITY CLAIMS PAYABLE
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IRS990ScheduleD/RevenueSubtotalAmt0259823
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
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IRS990ScheduleD/TotalLiabilityAmt028085
IRS990ScheduleD/TotalRevenuePerForm990Amt0259823
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0267228
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IRS990/ScheduleORequiredInd0true
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 adjustments due to decrease in accrued claims = $7531
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/ExplanationTxt7THE DISCOVERY OF FACTS SUBSEQUENT TO THE 2019 ANNUAL FINANCIAL STATEMENT AUDIT NECESSITATES THE REVISION OF THE 2019 FINANCIAL STATEMENTS AND AMENDMENT OF THE 2019 TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Amended Explanation
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACIFIC SERVICES EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PSEAPSEBAPSFCU AND SJPECU RETIREE BENEFITS PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940745005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1680383491
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Recreation activities, social gathering
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Medical insurance for retired employees
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,817,971
Liabilities
$29,345
Net assets
$2,788,626
Revenue
$259,823
Expenses
$424,504
Net income
-$164,681
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
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$0.26$0.42$0.16
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