Civic Intelligence

Joint Benefit Trust

990 • Fiscal year 2020 • EIN 94-6284253

May 01, 2019 to Apr 30, 2020 • Filed on Feb 09, 2021

Organization ProfileN/A

View Organization Page

4160 Dublin Boulevard No 400Dublin, CA 94568

(925) 883-7300

Siviq Scores

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

Liabilities / Assets

70th percentile

0.17x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.14x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$1

Higher top officer pay than 35% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

48th percentile

7.1%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

0.9%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$41,768,062

Up $2,759,183 (+7.1%) from 2019

Net Assets

Up

$34,577,480

Up $6,831,708 (+25%) from 2019

Liabilities

Down

$7,190,582

Down $4,072,525 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin70th percentile

Revenue

Up

$51,789,927

Up $437,922 (+0.9%) from 2019

Expenses

Down

$44,661,845

Down $8,853,461 (-17%) from 2019

Net Income

Up

$7,128,082

Up $9,291,383 (+430%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$41,768,062
Liabilities$7,190,582
Net Assets$34,577,480
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

2020

Revenue$51,789,927
Expenses$44,661,845
Net Income$7,128,082
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Feb 9, 2021
Return Version
2019v5.2
Gross Receipts
$115,649,434
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,951,491$35,522,848▲ $3,571,357
Rtn Earn Endowment Incm Other Fnds$27,745,772$34,577,480▲ $6,831,708
Accounts Receivable$6,009,699$4,927,491▼ $1,082,208
Cash and Non-Interest-Bearing Accounts$768,827$945,709▲ $176,882
Prepaid Expenses and Deferred Charges$53,872$74,014▲ $20,142
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$39,008,879$41,768,062▲ $2,759,183
Other Assets Total$224,990$298,000▲ $73,010
Liabilities
Other Liabilities$10,895,429$7,009,702▼ $3,885,727
Accounts Payable and Accrued Expenses$367,678$180,880▼ $186,798
Total Liabilities$11,263,107$7,190,582▼ $4,072,525
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,745,772$34,577,480▲ $6,831,708
Total Liabilities and Net Assets / Fund Balance$39,008,879$41,768,062▲ $2,759,183
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Adam OchoaTrustee
Adam SroufeTrustee
Ashley AlvaradoTrustee
Crescencio DiazTrustee
Justin MullinsTrustee
Michael MendozaTrustee
Stacey CueTrustee
Pablo BarreraTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdminAdministrator Fees4160 DUBLIN BLVD SUITE 400, Dublin, CA 94588$3,110,992
Blue Cross Of CaliforniaPpo Network FeeDEPARTMENT 5812, Los Angeles, CA 90074-5812$700,656
Health Services FoundationBenefit Admin.4160 DUBLIN BLVD SUITE 400, Dublin, CA 94588$281,000
The Segal CompanyActuarial And Consulting Fees100 MONTGOMERY STREET SUITE 500, San Francisco, CA 94104$227,618
Lindquist LLPAudit And Compliance Testing Fees5000 EXECUTIVE PKWY SUITE 400, San Ramon, CA 94583$139,730
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,673,638
Investment Income
$1,059,391
Other Revenue
$56,898
Change in Net Assets
$7,128,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,691,856
Revenue Not Reported on Financial Statements
$98,071
Revenue Not Reported on Form 990
$-296,374
Total Revenue per Audited Statements
$51,395,482
Total Revenue per Form 990
$51,789,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,115,898
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---$39,545,947
Fees for Services Management---$3,012,840
Fees for Services Other---$1,450,171
Office Expenses---$171,191
Fees for Services Legal---$142,543
Fees for Services Accounting---$124,143
Fees for Service Investment Mgmnt Fees---$98,071
Conferences and Meetings---$48,478
Insurance---$40,487
Other Expenses---$1,275
Total Functional Expenses$0$0$0$44,661,845

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$48,449,501
Total Expenses per Audited Statements$48,449,501
Total Expenses per Form 990$44,661,845
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-3,787,656
Other Expense Adjustments$-3,885,727
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable & Incurred But Not Reported$3,920,000
Accumulated Eligibility Credits$2,761,702
Group Ins Premiums Payable$328,000
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 trust has contracted with health services & benefit administrators, inc. To provide administrative services for the organization.”

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

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

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

“A copy of the form 990 was provided to all members of the governing body for review before it was filed.”

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

“The organization's conflict-of-interest policy covers trustees, officers and all management employees who can influence the actions of the fund. The policy provides several examples of transactions that would be considered a conflict of interest. It is assumed that the trustees, officers and management will recognize conflicts based on the examples, or by analogy with the examples, provided in the policy. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the fund manager or chairman. Transactions may be undertaken only if they are fully disclosed, the person with the conflict of interest is excluded from the discussion and approval of such transaction, a competitive bid or comparable valuation exists, and the fund manager or chairman has determined that the transaction is in the best interests of the organization.”

Form 990, Part VI, Section C, Line 19

“All governing documents, the conflict-of-interest policy and financial statements are available to the public upon request.”

FORM 990, PART VII, SECTION A, LINE 11A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related non-profit organization 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, health services & benefit administrators, inc.”

Filing and Contact Details

Filer

Filer Name
Joint Benefit Trust
EIN
94-6284253
Phone
9258837300
Address
4160 DUBLIN BOULEVARD NO 400, DUBLIN, CA 94568

Signing Officer

Name
Stacey Cue
Title
Trustee
Phone
9258837300
Signed
2021-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Cue
Formed
1972
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board assumes responsibility for oversight of the audited financial statements and selection of the independent accountant. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of april 30, 2020, 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 2017.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 525 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/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - PAST
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt064127081
IRS990/GrossReceiptsAmt0115649434
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt040487
IRS990/InvestmentIncomeGrp/ExclusionAmt0791817
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0791817
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031951491
IRS990/InvestmentsPubTradedSecGrp/EOYAmt035522848
IRS990/IRPDocumentCnt0300
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt063859507
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027745772
IRS990/NetAssetsOrFundBalancesEOYAmt034577480
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0267574
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0267574
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-296374
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0171191
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0224990
IRS990/OtherAssetsTotalGrp/EOYAmt0298000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI TAX
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt026699
IRS990/OtherExpensesGrp/TotalAmt11275
IRS990/OtherLiabilitiesGrp/BOYAmt010895429
IRS990/OtherLiabilitiesGrp/EOYAmt07009702
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056898
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056898
IRS990/OtherRevenueTotalAmt056898
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053872
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt074014
IRS990/PrincipalOfficerNm0STACEY CUE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS RECOVERY
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046768771
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11445032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21387750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31072085
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046768771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11445032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21387750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31072085
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt048285454
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0647724
IRS990/PYOtherExpensesAmt05229852
IRS990/PYOtherRevenueAmt030
IRS990/PYProgramServiceRevenueAmt050704251
IRS990/PYRevenuesLessExpensesAmt0-2163301
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt053515306
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt051352005
IRS990/ReconcilationRevenueExpnssAmt07128082
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027745772
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034577480
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-3787656
IRS990ScheduleD/ExpensesSubtotalAmt048449501
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt098071
IRS990ScheduleD/InvestmentExpensesNotIncldAmt098071
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-296374
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-3885727
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02761702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1328000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23920000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INS PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE & INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0-296374
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt098071
IRS990ScheduleD/RevenueSubtotalAmt051691856
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2020, 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 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt044661845
IRS990ScheduleD/TotalLiabilityAmt07009702
IRS990ScheduleD/TotalRevenuePerForm990Amt051789927
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt051395482
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt048449501
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY COVERS TRUSTEES, OFFICERS AND ALL MANAGEMENT EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE FUND. THE POLICY PROVIDES SEVERAL EXAMPLES OF TRANSACTIONS THAT WOULD BE CONSIDERED A CONFLICT OF INTEREST. IT IS ASSUMED THAT THE TRUSTEES, OFFICERS AND MANAGEMENT WILL RECOGNIZE CONFLICTS BASED ON THE EXAMPLES, OR BY ANALOGY WITH THE EXAMPLES, PROVIDED IN THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE FUND MANAGER OR CHAIRMAN. TRANSACTIONS MAY BE UNDERTAKEN ONLY IF THEY ARE FULLY DISCLOSED, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS, AND THE FUND MANAGER OR CHAIRMAN HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED NON-PROFIT ORGANIZATION 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, HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. 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 VII, SECTION A, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt11CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt12CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt13CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt14CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt15CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt16CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt17CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt18CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt19CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt20CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt21CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt22CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DEL MONTE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1KRAFT HEINZ COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2HORMEL FOODS CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CON AGRA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4PACIFIC COAST PRODUCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5STANISLAUS FOOD PRODUCTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6SENECA FOODS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7DOLE PROCESSED FOODS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8A&W CONCENTRATES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9SUN GARDEN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10OLAM SPICES AND VEGETABLES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MIZKAM AMERICA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12BEECHNUT NUTRI CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13C&S WHOLESALE GROCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14DIXON CANNING CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15BORDENT HOLDINGS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16ESCALON PACKERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17GERBER PRODUCTS COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18LIBBY MCNEILL & LIBBY

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,768,062
Liabilities
$7,190,582
Net assets
$34,577,480
Revenue
$51,789,927
Expenses
$44,661,845
Net income
$7,128,082
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