Civic Intelligence

Joint Benefit Trust

990 • Fiscal year 2025 • EIN 94-6284253

May 01, 2024 to Apr 30, 2025

Organization ProfileN/A

View Organization Page

4160 DUBLIN BOULEVARD Suite 100Dublin, CA 94568

(925) 883-7300

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

46th percentile

0.25x

Higher debt load relative to revenue than 46% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Source year 2025

Net Margin

25th percentile

-0.4%

Higher net margin than 25% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2025 filings • $50M-$100M nonprofits • Source year 2025

Asset Growth

37th percentile

3.0%

Faster asset growth than 37% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-3.8%

Faster revenue growth than 21% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$60,932,056

Up $1,758,508 (+3.0%) from 2024

Net Assets

Up

$49,488,695

Up $1,194,833 (+2.5%) from 2024

Liabilities

Up

$11,443,361

Up $563,675 (+5.2%) from 2024

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin25th percentile

Revenue

Down

$45,348,279

Down $1,803,232 (-3.8%) from 2024

Expenses

Down

$45,533,294

Down $5,349,565 (-11%) from 2024

Net Income

Up

-$185,015

Up $3,546,333 (+95%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2025

Assets$60,932,056
Liabilities$11,443,361
Net Assets$49,488,695
Open 2025 Filing

Operations Trend

Revenue Growth21st 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

2025

Revenue$45,348,279
Expenses$45,533,294
Net Income-$185,015
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 17, 2025
Return Version
2024v5.2
Gross Receipts
$78,182,456
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,398,495$51,326,225▲ $1,927,730
Rtn Earn Endowment Incm Other Fnds$48,293,862$49,488,695▲ $1,194,833
Accounts Receivable$6,995,441$4,832,660▼ $2,162,781
Cash and Non-Interest-Bearing Accounts$2,732,068$4,713,345▲ $1,981,277
Prepaid Expenses and Deferred Charges$47,544$59,826▲ $12,282
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$59,173,548$60,932,056▲ $1,758,508
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$10,737,297$11,311,827▲ $574,530
Accounts Payable and Accrued Expenses$142,389$131,534▼ $10,855
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$10,879,686$11,443,361▲ $563,675
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,293,862$49,488,695▲ $1,194,833
Total Liabilities and Net Assets / Fund Balance$59,173,548$60,932,056▲ $1,758,508
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Ashley AlvaradoChairman
Stacey CueCo-chair
Adam SroufeTrustee
Joti AulakTrustee
Jp BradleyTrustee
Luis DiazTrustee
Peter FinnTrustee
Veronica DiazTrustee
See Sch O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdminAdmin Fees4160 DUBLIN BLVD STE 400, Dublin, CA 94588$3,083,218
Blue Cross Of CaliforniaPpo Network FeeDEPARTMENT 5812, Los Angeles, CA 90074$456,804
Withumsmithbrown PCAuditing6101 BOLLINGER CANYON ROAD STE 400, San Ramon, CA 94583$205,343
Health Services FoundationBenefit Admin4160 DUBLIN BLVD STE 400, Dublin, CA 94588$185,000
Rael Letson INCConsulting160 OVET RD SUITE 203, San Mateo, CA 94402$135,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,507,584
Investment Income
$1,783,254
Other Revenue
$57,441
Change in Net Assets
$-185,015

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,173,052
Revenue Not Reported on Financial Statements
$175,227
Revenue Not Reported on Form 990
$1,379,848
Total Revenue per Audited Statements
$46,552,900
Total Revenue per Form 990
$45,348,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,031,935
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---$40,501,359
Fees for Services Management---$3,012,840
Fees for Services Other---$1,201,540
Fees for Services Accounting---$187,649
Fees for Services Legal---$184,679
Fees for Service Investment Mgmnt Fees---$175,227
Office Expenses---$155,396
Insurance---$50,998
Conferences and Meetings---$39,278
Other Expenses---$1,525
Total Functional Expenses$0$0$0$45,533,294

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,624,510
Total Expenses per Audited Statements$45,624,510
Total Expenses per Form 990$45,533,294
Expenses Not Reported on Financial Statements$-91,216
Other Expense Adjustments$-266,443
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 & Ibnr$6,533,000
Accumulated Eligibility Credits$3,565,854
Due to Broker$840,973
Group Insurance Premiums Payable$372,000
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 100, DUBLIN, CA 94568

Signing Officer

Name
Stacey Cue
Title
Co-Chair
Phone
9258837300
Signed
2025-02-17
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
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Troy Atkinson
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, 2025 and 2024, 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.”

PART XII, LINE 4B:

“Change in benefit obligations”

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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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt050998
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IRS990/InterestGrp/TotalAmt00
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt049488695
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0154628
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01379848
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0155396
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI TAX
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt022803
IRS990/OtherExpensesGrp/TotalAmt11525
IRS990/OtherLiabilitiesGrp/BOYAmt010737297
IRS990/OtherLiabilitiesGrp/EOYAmt011311827
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt057441
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt057441
IRS990/OtherRevenueTotalAmt057441
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047544
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059826
IRS990/PrincipalOfficerNm0STACEY CUE
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IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
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IRS990/ProgramServiceRevenueGrp/BusinessCd4525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION REBATE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2STOP-LOSS RECOVERY
IRS990/ProgramServiceRevenueGrp/Desc3EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4MEDICAL SETTLEMENTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12163017
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2462663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3304956
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4139073
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12163017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2462663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3304956
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4139073
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01573284
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IRS990/PYOtherExpensesAmt04822784
IRS990/PYOtherRevenueAmt034736
IRS990/PYProgramServiceRevenueAmt045543491
IRS990/PYRevenuesLessExpensesAmt0-3731348
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050882859
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047151511
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-185015
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049488695
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0175227
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IRS990ScheduleD/OtherExpensesNotIncludedAmt0-266443
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03565854
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1372000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26533000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3840973
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE & IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO BROKER
IRS990ScheduleD/RevenueNotReportedAmt01379848
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0175227
IRS990ScheduleD/RevenueSubtotalAmt045173052
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of April 30, 2025 and 2024, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt045533294
IRS990ScheduleD/TotalLiabilityAmt011311827
IRS990ScheduleD/TotalRevenuePerForm990Amt045348279
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046552900
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045624510
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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.

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,932,056
Liabilities
$11,443,361
Net assets
$49,488,695
Revenue
$45,348,279
Expenses
$45,533,294
Net income
-$185,015
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