Civic Intelligence

Wholesale Beer Distributors Industry

EIN 94-6434612 • 501(c)9 • Alamo, CA

View Organization Page

Profile

NONE

PO Box 973Alamo, CA 94507

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

0.0%

Higher net margin than 63% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-100%

Faster revenue growth than 14% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $6,000 (-100%) from 2023

Liabilities

Down

$0

Down $6,000 (-100%) from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue80th percentileNet Margin63rd percentile

Revenue

Down

$50

Down $111,001 (-100%) from 2023

Expenses

Down

$50

Down $1,725,722 (-100%) from 2023

Net Income

Up

$0

Up $1,614,721 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $1,934,260Liabilities 2011: $3,527,655Net Assets 2011: -$1,593,3952011Assets 2012: $2,983,474Liabilities 2012: $2,718,011Net Assets 2012: $265,4632012Assets 2013: $4,245,712Liabilities 2013: $2,567,184Net Assets 2013: $1,678,5282013Assets 2014: $5,350,278Liabilities 2014: $1,935,284Net Assets 2014: $3,414,9942014Assets 2015: $6,325,138Liabilities 2015: $2,024,611Net Assets 2015: $4,300,5272015Assets 2016: $6,281,584Liabilities 2016: $1,681,575Net Assets 2016: $4,600,0092016Assets 2017: $5,195,378Liabilities 2017: $650,471Net Assets 2017: $4,544,9072017Assets 2018: $4,564,048Liabilities 2018: $554,109Net Assets 2018: $4,009,9392018Assets 2019: $4,113,331Liabilities 2019: $429,750Net Assets 2019: $3,683,5812019Assets 2020: $3,410,991Liabilities 2020: $544,345Net Assets 2020: $2,866,6462020Assets 2021: $3,898,810Liabilities 2021: $1,632,982Net Assets 2021: $2,265,8282021Assets 2022: $1,680,266Liabilities 2022: $65,545Net Assets 2022: $1,614,7212022Assets 2023: $6,000Liabilities 2023: $6,000Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $20,000,539Expenses 2011: $19,442,806Net Income 2011: $557,7332011Revenue 2012: $17,440,503Expenses 2012: $15,531,260Net Income 2012: $1,909,2432012Revenue 2013: $19,165,531Expenses 2013: $17,843,215Net Income 2013: $1,322,3162013Revenue 2014: $17,285,714Expenses 2014: $15,716,059Net Income 2014: $1,569,6552014Revenue 2015: $18,799,799Expenses 2015: $17,887,211Net Income 2015: $912,5882015Revenue 2016: $16,363,228Expenses 2016: $15,970,216Net Income 2016: $393,0122016Revenue 2017: $14,049,125Expenses 2017: $14,145,727Net Income 2017: -$96,6022017Revenue 2018: $12,145,707Expenses 2018: $12,680,675Net Income 2018: -$534,9682018Revenue 2019: $10,097,355Expenses 2019: $10,423,713Net Income 2019: -$326,3582019Revenue 2020: $9,612,467Expenses 2020: $10,429,402Net Income 2020: -$816,9352020Revenue 2021: $9,106,079Expenses 2021: $9,706,897Net Income 2021: -$600,8182021Revenue 2022: $4,286,041Expenses 2022: $4,720,166Net Income 2022: -$434,1252022Revenue 2023: $111,051Expenses 2023: $1,725,772Net Income 2023: -$1,614,7212023Revenue 2024: $50Expenses 2024: $50Net Income 2024: $02024

Highlighted filing

2024

Revenue$50
Expenses$50
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$50
Expenses
$50
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.11$1.73$1.61
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.07$1.61$4.29$4.72$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.90$1.63$2.27$9.11$9.71$0.60
2020Detailed filing. Detailed filing data is available for this year.$3.41$0.54$2.87$9.61$10.4$0.82
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.43$3.68$10.1$10.4$0.33
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.55$4.01$12.1$12.7$0.53
2017Detailed filing. Detailed filing data is available for this year.$5.20$0.65$4.54$14.0$14.1$0.10
2016Detailed filing. Detailed filing data is available for this year.$6.28$1.68$4.60$16.4$16.0$0.39
2015Detailed filing. Detailed filing data is available for this year.$6.33$2.02$4.30$18.8$17.9$0.91
2014Summary only. Only limited summary data is available for this year.$5.35$1.94$3.41$17.3$15.7$1.57
2013Summary only. Only limited summary data is available for this year.$4.25$2.57$1.68$19.2$17.8$1.32
2012Summary only. Only limited summary data is available for this year.$2.98$2.72$0.27$17.4$15.5$1.91
2011Summary only. Only limited summary data is available for this year.$1.93$3.53$1.59$20.0$19.4$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 10, 2025
Return Version
2023v6.0
Gross Receipts
$50
Mission and Program Overview

Mission

NONE

Provide health care benefits to eligible participants covered by collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,000$0▼ $6,000
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,000$0▼ $6,000
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,000$0▼ $6,000
Total Liabilities$6,000$0▼ $6,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$6,000$0▼ $6,000
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jim HarvathTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$50
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$50
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$50
Total Revenue per Form 990
$50
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50
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
Other Expenses---$50
Total Functional Expenses$0$0$0$50

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$50
Total Expenses per Audited Statements$50
Total Expenses per Form 990$50
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors, trustees or key employees to the contract administrator.”

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

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

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

“The trustees designate the administrator to review the form.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, or financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wholesale Beer Distributors Industry
EIN
94-6434612
Phone
6505729611
Address
PO BOX 973, ALAMO, CA 94507

Signing Officer

Name
Jim Harvath
Title
Plan Manager
Phone
6505729611
Signed
2025-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Harvath
Formed
1981
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The organization has terminated completely and shall no longer provide any benefits of any kind.”

Form 990, Part XI, Line 2C

“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”

Raw XML Appendix273 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PREFERRED BENEFIT INSURANCE ADMIN
IRS990/BooksInCareOfDetail/PhoneNum06505729611
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 973
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094507
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06000
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt050
IRS990/CYOtherRevenueAmt050
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IRS990/CYTotalExpensesAmt050
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS AND NON-UNION EMPLOYER AGREEMENTS WITH THE TRUST. THE ORGANIZATION HAS TERMINATED COMPLETELY AND SHALL NO LONGER PROVIDE BENEFITS OF ANY KIND EFFECTIVE DECEMBER 31, 2022
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM HARVATH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt050
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt050
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt050
IRS990/OtherRevenueTotalAmt050
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JIM HARVATH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01496648
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0229124
IRS990/PYOtherRevenueAmt0111051
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1614721
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01725772
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0111051
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt050
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt050
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt050
IRS990ScheduleD/TotalRevenuePerForm990Amt050
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt050
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt050
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ALL ASSETS REMAINING AT 7/1/23 WERE USED TO COVER OPERATING EXPENSES.
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS TERMINATED COMPLETELY AND SHALL NO LONGER PROVIDE ANY BENEFITS OF ANY KIND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEE'S WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt06000
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt06000
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt050
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06000
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
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IRS990/TotalVolunteersCnt01
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 973
IRS990/USAddress/CityNm0ALAMO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094507
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM HARVATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505729611
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHOLESALE BEER DISTRIBUTORS INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0946434612
ReturnHeader/Filer/PhoneNum06505729611
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 973
ReturnHeader/Filer/USAddress/CityNm0ALAMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094507
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY CPA
ReturnHeader/ReturnTs02025-02-18T11:13:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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