Civic Intelligence

Joint Benefit Trust

990 • Fiscal year 2022 • EIN 94-6284253

May 01, 2021 to Apr 30, 2022 • Filed on Mar 15, 2023

Organization ProfileN/A

View Organization Page

4160 DUBLIN BOULEVARD Suite 400Dublin, CA 94568

(925) 883-7300

Siviq Scores

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

Liabilities / Assets

71st percentile

0.18x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.17x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Asset Growth

92nd percentile

16%

Faster asset growth than 92% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

14%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$57,691,300

Up $7,840,163 (+16%) from 2021

Net Assets

Up

$47,460,771

Up $11,205,375 (+31%) from 2021

Liabilities

Down

$10,230,529

Down $3,365,212 (-25%) from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin78th percentile

Revenue

Up

$62,000,712

Up $7,425,501 (+14%) from 2021

Expenses

Down

$49,055,323

Down $5,015,763 (-9.3%) from 2021

Net Income

Up

$12,945,389

Up $12,441,264 (+2468%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2022

Assets$57,691,300
Liabilities$10,230,529
Net Assets$47,460,771
Open 2022 Filing

Operations Trend

Revenue Growth89th 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

2022

Revenue$62,000,712
Expenses$49,055,323
Net Income$12,945,389
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 15, 2023
Return Version
2021v4.2
Gross Receipts
$143,594,251
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$36,255,396$47,460,771▲ $11,205,375
Investments in Publicly Traded Securities$42,857,875$46,078,816▲ $3,220,941
Accounts Receivable$6,259,613$10,875,294▲ $4,615,681
Cash and Non-Interest-Bearing Accounts$665,153$647,280▼ $17,873
Prepaid Expenses and Deferred Charges$68,496$89,910▲ $21,414
Savings and Temporary Cash Investments$0$0→ $0
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$49,851,137$57,691,300▲ $7,840,163
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$13,153,702$10,092,103▼ $3,061,599
Accounts Payable and Accrued Expenses$442,039$138,426▼ $303,613
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,595,741$10,230,529▼ $3,365,212
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,255,396$47,460,771▲ $11,205,375
Total Liabilities and Net Assets / Fund Balance$49,851,137$57,691,300▲ $7,840,163
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Ashley AlvaradoChair
Stacey CueCo-chair
Adam SroufeTrustee
Crescencio DiazTrustee
Joti AulakTrustee
Jp BradleyTrustee
Luis DiazTrustee
Peter FinnTrustee
Adam OchoaTrustee - Past
Eric IngramTrustee - Past
Michael MendozaTrustee - Past
See Schedule O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdminAdministrator Fees4160 DUBLIN BLVD SUITE 400, Dublin, CA 94588$3,127,534
Blue Cross Of CaliforniaPpo Network FeeDEPARTMENT 5812, Los Angeles, CA 90074$655,240
Health Services FoundationBenefit Admin.4160 DUBLIN BLVD SUITE 400, Dublin, CA 94588$290,750
The Segal CompanyActuarial & Consult.100 MONTGOMERY STREET SUITE 500, San Francisco, CA 94104$233,689
Lindquist LLPAccounting Fees5000 EXECUTIVE PARKWAY SUITE 400, San Ramon, CA 94583$152,628
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,917,479
Investment Income
$1,083,215
Other Revenue
$18
Change in Net Assets
$12,945,389

Audited Revenue Reconciliation

Revenue per Audited Statements
$61,896,605
Revenue Not Reported on Financial Statements
$104,107
Revenue Not Reported on Form 990
$-1,740,014
Total Revenue per Audited Statements
$60,156,591
Total Revenue per Form 990
$62,000,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,978,964
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---$44,076,359
Fees for Services Management---$3,012,840
Fees for Services Other---$1,278,622
Office Expenses---$214,717
Fees for Services Legal---$161,892
Fees for Services Accounting---$128,512
Fees for Service Investment Mgmnt Fees---$104,107
Insurance---$48,108
Conferences and Meetings---$4,754
Other Expenses---$1,310
Total Functional Expenses$0$0$0$49,055,323

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$52,012,815
Total Expenses per Audited Statements$52,012,815
Total Expenses per Form 990$49,055,323
Expenses Not Reported on Financial Statements$-2,957,492
Other Expense Adjustments$-3,061,599
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
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
Claims Payable & Incurred But Not Reported$6,350,000
Accumulated Eligibility Credits$3,420,103
Group Insurance Premiums Payable$322,000
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
In Care Of
% HEALTH SERVICES & BENEFITS A
Phone
9258837300
Address
4160 DUBLIN BOULEVARD Suite 400, DUBLIN, CA 94568

Signing Officer

Name
Stacey Cue
Title
Co-Chair
Phone
9258837300
Signed
2023-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Cue
Formed
1972
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
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, 2022, 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 2019.”

PART XII, LINE 4B:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 637 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/TitleTxt7TRUSTEE
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IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt046078816
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
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IRS990/OtherLiabilitiesGrp/EOYAmt010092103
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt089910
IRS990/PrincipalOfficerNm0STACEY CUE
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS RECOVERY
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4MEDICAL SETTLEMENT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12485486
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21820085
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3767112
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt45752415
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12485486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21820085
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3767112
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IRS990/PYOtherRevenueAmt023168
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0104107
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1322000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26350000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE & INCURRED BUT NOT REPORTED

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,691,300
Liabilities
$10,230,529
Net assets
$47,460,771
Revenue
$62,000,712
Expenses
$49,055,323
Net income
$12,945,389
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