Civic Intelligence

Joint Benefit Trust

990 • Fiscal year 2013 • EIN 94-6284253

May 01, 2012 to Apr 30, 2013 • Filed on Feb 13, 2014

Organization ProfileN/A

View Organization Page

4160 Dublin Blvd No 40094568
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.41x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$25,867,177

Up $2,776,147 (+12%) from 2012

Net Assets

Up

$15,328,485

Up $2,468,705 (+19%) from 2012

Liabilities

Up

$10,538,692

Up $307,442 (+3.0%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$49,826,844

Down $6,756,299 (-12%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $31,597,279Liabilities 2010: $9,794,788Net Assets 2010: $21,802,4912010Assets 2011: $25,019,860Liabilities 2011: $10,918,629Net Assets 2011: $14,101,2312011Assets 2012: $23,091,030Liabilities 2012: $10,231,250Net Assets 2012: $12,859,7802012Assets 2013: $25,867,177Liabilities 2013: $10,538,692Net Assets 2013: $15,328,4852013Assets 2014: $26,854,792Liabilities 2014: $8,325,863Net Assets 2014: $18,528,9292014Assets 2015: $31,408,721Liabilities 2015: $9,007,029Net Assets 2015: $22,401,6922015Assets 2016: $35,041,113Liabilities 2016: $8,709,600Net Assets 2016: $26,331,5132016Assets 2017: $37,406,031Liabilities 2017: $12,729,158Net Assets 2017: $24,676,8732017Assets 2018: $41,056,171Liabilities 2018: $11,698,575Net Assets 2018: $29,357,5962018Assets 2019: $39,008,879Liabilities 2019: $11,263,107Net Assets 2019: $27,745,7722019Assets 2020: $41,768,062Liabilities 2020: $7,190,582Net Assets 2020: $34,577,4802020Assets 2021: $49,851,137Liabilities 2021: $13,595,741Net Assets 2021: $36,255,3962021Assets 2022: $57,691,300Liabilities 2022: $10,230,529Net Assets 2022: $47,460,7712022Assets 2023: $58,700,650Liabilities 2023: $7,467,806Net Assets 2023: $51,232,8442023Assets 2024: $59,173,548Liabilities 2024: $10,879,686Net Assets 2024: $48,293,8622024Assets 2025: $60,932,056Liabilities 2025: $11,443,361Net Assets 2025: $49,488,6952025

Highlighted filing

2013

Assets$25,867,177
Liabilities$10,538,692
Net Assets$15,328,485
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $52,045,3052010Revenue 2011: $48,052,144Expenses 2011: $55,882,085Net Income 2011: -$7,829,9412011Revenue 2012: $55,398,271Expenses 2012: $56,583,143Net Income 2012: -$1,184,8722012Expenses 2013: $49,826,8442013Revenue 2014: $48,035,936Expenses 2014: $44,757,042Net Income 2014: $3,278,8942014Revenue 2015: $48,748,256Expenses 2015: $44,864,108Net Income 2015: $3,884,1482015Revenue 2016: $51,460,684Expenses 2016: $47,604,266Net Income 2016: $3,856,4182016Revenue 2017: $48,563,135Expenses 2017: $50,272,997Net Income 2017: -$1,709,8622017Revenue 2018: $54,647,550Expenses 2018: $49,997,980Net Income 2018: $4,649,5702018Revenue 2019: $51,352,005Expenses 2019: $53,515,306Net Income 2019: -$2,163,3012019Revenue 2020: $51,789,927Expenses 2020: $44,661,845Net Income 2020: $7,128,0822020Revenue 2021: $54,575,211Expenses 2021: $54,071,086Net Income 2021: $504,1252021Revenue 2022: $62,000,712Expenses 2022: $49,055,323Net Income 2022: $12,945,3892022Revenue 2023: $47,391,593Expenses 2023: $43,815,974Net Income 2023: $3,575,6192023Revenue 2024: $47,151,511Expenses 2024: $50,882,859Net Income 2024: -$3,731,3482024Revenue 2025: $45,348,279Expenses 2025: $45,533,294Net Income 2025: -$185,0152025

Highlighted filing

2013

Revenue-
Expenses$49,826,844
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Feb 13, 2014
Return Version
2012v2.1
Gross Receipts
$100,367,942
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Filing and Contact Details

Filer

EIN
94-6284253
Raw XML AppendixShowing 400 of 547 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/Form990ScheduleDPartXIII/Explanation0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2013, 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'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1CHANGES IN BENEFIT OBLIGATIONS
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUST HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation3AT LEAST ANNUALLY, TRUSTEES AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT.
IRS990ScheduleO/GeneralExplanation/Explanation4ALL GOVERNING DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0LIVERMORE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1VISALIA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2BENECIA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3MODESTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094551
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode193277
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode294510
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode395351
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA2N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA3N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0942260587
IRS990ScheduleR/Form990ScheduleRPartII/EIN1942801732
IRS990ScheduleR/Form990ScheduleRPartII/EIN2940360771
IRS990ScheduleR/Form990ScheduleRPartII/EIN3942875955
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(4)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501(C)(6)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection3501(C)(4)
IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations00
IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner00
IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine10MOTT'S LLP
IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity0CONTRIBUTING EMPLOYER
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState3CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10HEALTH SERVICES FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11TEAMSTERS CA STATE COUNCIL OF CANNERY & FOOD PROCESSING UNIONS
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12CALIFORNIA PROCESSORS INC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13TEAMSTERS ALCOHOL REHABILITATION PROGRAM
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine14TEAMSTERS LOCAL UNION 948 TEAMSTERS CANNERY WORKERS FOOD PROCESSORS & HELP
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine15CANNERY WAREHOUSEMEN FOOD PROCESSORS DRIVERS AND HELPERS UNION NO 601
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO PROVIDE MEDICAL EXAMINATIONS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1LABOR ORGANIZATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2TO PROVIDE LABOR RELATIONS SERVICES TO MEMBERS OF CPI
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3TO PROVIDE GUIDANCE AND REHABILITATION ACTIVITIES
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities4CONTRIBUTING EMPLOYER
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities5CONTRIBUTING EMPLOYER
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus1N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus2N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus3N/A
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg70
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg80
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg90
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg100
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg110
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg120

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$25,867,177
Liabilities
$10,538,692
Net assets
$15,328,485
Revenue
-
Expenses
$49,826,844
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.9$11.4$49.5$45.3$45.5$0.19
2024Detailed filing. Detailed filing data is available for this year.$59.2$10.9$48.3$47.2$50.9$3.73
2023Detailed filing. Detailed filing data is available for this year.$58.7$7.47$51.2$47.4$43.8$3.58
2022Detailed filing. Detailed filing data is available for this year.$57.7$10.2$47.5$62.0$49.1$12.9
2021Detailed filing. Detailed filing data is available for this year.$49.9$13.6$36.3$54.6$54.1$0.50
2020Detailed filing. Detailed filing data is available for this year.$41.8$7.19$34.6$51.8$44.7$7.13
2019Detailed filing. Detailed filing data is available for this year.$39.0$11.3$27.7$51.4$53.5$2.16
2018Detailed filing. Detailed filing data is available for this year.$41.1$11.7$29.4$54.6$50.0$4.65
2017Detailed filing. Detailed filing data is available for this year.$37.4$12.7$24.7$48.6$50.3$1.71
2016Detailed filing. Detailed filing data is available for this year.$35.0$8.71$26.3$51.5$47.6$3.86
2015Detailed filing. Detailed filing data is available for this year.$31.4$9.01$22.4$48.7$44.9$3.88
2014Detailed filing. Detailed filing data is available for this year.$26.9$8.33$18.5$48.0$44.8$3.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$10.5$15.3$49.8
2012Summary only. Only limited summary data is available for this year.$23.1$10.2$12.9$55.4$56.6$1.18
2011Summary only. Only limited summary data is available for this year.$25.0$10.9$14.1$48.1$55.9$7.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$9.79$21.8$52.0