Civic Intelligence

Gallo Union Health Trust

EIN 94-6474308 • 501(c)9 • Modesto, CA

Profile

The trust provides medical, healthcare & dental benefits to eligible employees and their eligible dependents in accordance with gallo union health & gallo glass co. Hourly group dental plan.

PO Box 1130Modesto, CA 95353-1130

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.13x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.15x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-7.4%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

3.4%

Faster asset growth than 40% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

9.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$19,629,434

Up $643,475 (+3.4%) from 2023

Liabilities

Up

$2,525,061

Up $1,930,757 (+325%) from 2023

Net Assets

Down

$17,104,373

Down $1,287,282 (-7.0%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin19th percentile

Revenue

Up

$17,309,833

Up $1,438,490 (+9.1%) from 2023

Expenses

Up

$18,597,116

Up $2,920,459 (+19%) from 2023

Net Income

Down

-$1,287,283

Down $1,481,969 (-761%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$30M$20M$10M$0Assets 2011: $5,747,436Liabilities 2011: $1,223,963Net Assets 2011: $4,523,4732011Assets 2012: $2,696,918Liabilities 2012: $657,187Net Assets 2012: $2,039,7312012Assets 2013: $2,691,955Liabilities 2013: $515,148Net Assets 2013: $2,176,8072013Assets 2014: $3,311,464Liabilities 2014: $349,774Net Assets 2014: $2,961,6902014Assets 2015: $4,564,040Liabilities 2015: $316,667Net Assets 2015: $4,247,3732015Assets 2016: $20,214,226Liabilities 2016: $565,465Net Assets 2016: $19,648,7612016Assets 2017: $20,120,984Liabilities 2017: $680,408Net Assets 2017: $19,440,5762017Assets 2018: $20,141,982Liabilities 2018: $539,966Net Assets 2018: $19,602,0162018Assets 2019: $21,521,633Liabilities 2019: $1,370,592Net Assets 2019: $20,151,0412019Assets 2020: $21,171,388Liabilities 2020: $2,700,995Net Assets 2020: $18,470,3932020Assets 2021: $21,480,077Liabilities 2021: $1,443,065Net Assets 2021: $20,037,0122021Assets 2022: $19,403,664Liabilities 2022: $1,206,696Net Assets 2022: $18,196,9682022Assets 2023: $18,985,959Liabilities 2023: $594,304Net Assets 2023: $18,391,6552023Assets 2024: $19,629,434Liabilities 2024: $2,525,061Net Assets 2024: $17,104,3732024

Highlighted filing

2024

Assets$19,629,434
Liabilities$2,525,061
Net Assets$17,104,373
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $13,100,872Expenses 2011: $12,149,895Net Income 2011: $950,9772011Revenue 2012: $9,390,615Expenses 2012: $11,874,357Net Income 2012: -$2,483,7422012Revenue 2013: $13,518,886Expenses 2013: $13,381,810Net Income 2013: $137,0762013Revenue 2014: $13,182,136Expenses 2014: $12,397,253Net Income 2014: $784,8832014Revenue 2015: $14,123,734Expenses 2015: $12,838,051Net Income 2015: $1,285,6832015Revenue 2016: $29,694,772Expenses 2016: $14,293,384Net Income 2016: $15,401,3882016Revenue 2017: $14,522,531Expenses 2017: $14,730,716Net Income 2017: -$208,1852017Revenue 2018: $14,046,091Expenses 2018: $13,884,651Net Income 2018: $161,4402018Revenue 2019: $12,622,173Expenses 2019: $12,073,148Net Income 2019: $549,0252019Revenue 2020: $11,743,947Expenses 2020: $13,424,594Net Income 2020: -$1,680,6472020Revenue 2021: $14,963,749Expenses 2021: $13,397,128Net Income 2021: $1,566,6212021Revenue 2022: $14,518,836Expenses 2022: $16,358,881Net Income 2022: -$1,840,0452022Revenue 2023: $15,871,343Expenses 2023: $15,676,657Net Income 2023: $194,6862023Revenue 2024: $17,309,833Expenses 2024: $18,597,116Net Income 2024: -$1,287,2832024

Highlighted filing

2024

Revenue$17,309,833
Expenses$18,597,116
Net Income-$1,287,283
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,629,434
Liabilities
$2,525,061
Net assets
$17,104,373
Revenue
$17,309,833
Expenses
$18,597,116
Net income
-$1,287,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$2.53$17.1$17.3$18.6$1.29
2023Summary only. Only limited summary data is available for this year.$19.0$0.59$18.4$15.9$15.7$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$1.21$18.2$14.5$16.4$1.84
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$1.44$20.0$15.0$13.4$1.57
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$2.70$18.5$11.7$13.4$1.68
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$1.37$20.2$12.6$12.1$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.54$19.6$14.0$13.9$0.16
2017Summary only. Only limited summary data is available for this year.$20.1$0.68$19.4$14.5$14.7$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.2$0.57$19.6$29.7$14.3$15.4
2015Summary only. Only limited summary data is available for this year.$4.56$0.32$4.25$14.1$12.8$1.29
2014Summary only. Only limited summary data is available for this year.$3.31$0.35$2.96$13.2$12.4$0.78
2013Summary only. Only limited summary data is available for this year.$2.69$0.52$2.18$13.5$13.4$0.14
2012Summary only. Only limited summary data is available for this year.$2.70$0.66$2.04$9.39$11.9$2.48
2011Summary only. Only limited summary data is available for this year.$5.75$1.22$4.52$13.1$12.1$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$17,309,833
Mission and Program Overview

Mission

The trust provides medical, healthcare & dental benefits to eligible employees and their eligible dependents in accordance with gallo union health & gallo glass co. Hourly group dental plan.

This veba trust provides medical, healthcare & dental benefits to eligible employees and their eligible dependents in accordance with the gallo union health & gallo glass co. Hourly group dental plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,481,336$18,556,589▲ $1,075,253
Rtn Earn Endowment Incm Other Fnds$18,391,655$17,104,373▼ $1,287,282
Investments in Publicly Traded Securities$557,867--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,985,959$19,629,434▲ $643,475
Other Assets Total$946,756$1,072,845▲ $126,089
Liabilities
Accounts Payable and Accrued Expenses$125,516$1,966,314▲ $1,840,798
Other Liabilities$468,788$558,747▲ $89,959
Total Liabilities$594,304$2,525,061▲ $1,930,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,391,655$17,104,373▼ $1,287,282
Total Liabilities and Net Assets / Fund Balance$18,985,959$19,629,434▲ $643,475

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$332,900--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
David PierceSenior Director
Elizabeth CottelTrustee
Jeff WilsonTrustee
Adrienne PalerSenior Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,335,601
Investment Income
$-25,768
Other Revenue
$0
Change in Net Assets
$-1,287,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,267
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$18,214,849--$18,214,849
Other Expenses$2,810$-71,576-$-71,576
Total Functional Expenses$18,217,659$379,457$0$18,597,116
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
Accrued Medical Benefits Payable$558,747
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Organization's process to review form 990: the form 990 is prepared by an external cpa firm using the organization's financial information from their internal financial statements. It is reviewed by the health benefits senior manager and senior director, senior benefits accountant, trustee of the organization (who signs the form 990,) and if necessary, the attorney for the organization.”

Form 990, Part VI, Section B, Line 12

“Lines 12a, 13, and 14 - answered "no" to all lines. Although the organization does not have a written conflict of interest policy, written whistleblower policy, or written document retention and destruction policy, the sponsoring organization, gallo glass company, does have these policies in place to provide similar protections for the organization's beneficiaries.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation: the organization's governing trust documents are available upon request. The organization's financial information is available to the public through the filing of form 990. The organization does not have a conflict of interest policy but relies on the sponsoring organization's conflict of interest policy for protection.”

Filing and Contact Details

Filer

Filer Name
Gallo Union Health Trust
EIN
94-6474308
Phone
2093413024
Address
PO BOX 1130, MODESTO, CA 95353-1130

Signing Officer

Name
Elizabeth Cottel
Title
Trustee
Phone
2093413024
Signed
2025-10-13

Organization Details

Principal Officer
Elizabeth Cottel
Formed
1979
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Barbich Hooper King Dill Hoffman
Address
9801 CAMINO MEDIA STE 102, BAKERSFIELD, CA 93311
Preparer
Debbie Kirschenmann
Phone
6616311171
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“This veba organization does not have any liabilities for uncertain tax positions under fin 48.”

Raw XML Appendix349 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/BOYAmt0125516
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01966314
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS VEBA TRUST PROVIDES MEDICAL, HEALTHCARE & DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH THE GALLO UNION HEALTH & GALLO GLASS CO. HOURLY GROUP DENTAL PLAN.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt018214849
IRS990/BenefitsToMembersGrp/TotalAmt018214849
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARIA G TOVAR
IRS990/BooksInCareOfDetail/PhoneNum02093417088
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 YOSEMITE BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095354
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt017481336
IRS990/CashNonInterestBearingGrp/EOYAmt018556589
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt018214849
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-25768
IRS990/CYOtherExpensesAmt0382267
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt017335601
IRS990/CYRevenuesLessExpensesAmt0-1287283
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt018597116
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017309833
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST PROVIDES HEALTH BENEFITS TO PARTICIPANTS OF THE GALLO UNION HEALTH PLAN. THE TRUST ALLOWS ELIGIBLE PARTICIPANTS TO RECEIVE NEEDED HEALTHCARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTATIVE HEALTH ASSESSMENTS AND MEDICAL TREATEMENTS FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH HEALTHCARE TO EMPLOYEES, RETIREES, THEIR DEPENDENTS, AND COBRA MEMBERS, BY COLLECTING CONTRIBUTIONS FROM THE COMPANY, EMPLOYEES, RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIMS PROCESSING AND ADMINISTRATIVE FEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH COTTEL
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm3ADRIENNE PALER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017309833
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-25768
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-25768
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0557867
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST PROVIDES MEDICAL, HEALTHCARE & DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH GALLO UNION HEALTH & GALLO GLASS CO. HOURLY GROUP DENTAL PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018391655
IRS990/NetAssetsOrFundBalancesEOYAmt017104373
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0946756
IRS990/OtherAssetsTotalGrp/EOYAmt01072845
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1THIRD PARTY ADMINISTRAT
IRS990/OtherExpensesGrp/Desc2UNREALIZED LOSS ON INVE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0451033
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-71576
IRS990/OtherExpensesGrp/ProgramServicesAmt02810
IRS990/OtherExpensesGrp/TotalAmt0451033
IRS990/OtherExpensesGrp/TotalAmt12810
IRS990/OtherExpensesGrp/TotalAmt2-71576
IRS990/OtherLiabilitiesGrp/BOYAmt0468788
IRS990/OtherLiabilitiesGrp/EOYAmt0558747
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH COTTEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0COMPANY & EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017332480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13121
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017332480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13121
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST PROVIDES DENTAL BENEFITS TO PARTICIPANTS OF THE GALLO GLASS CO. HOURLY GROUP DENTAL PLAN. THE TRUST ALSO ALLOWS ELIGIBLE PARTICIPANTS TO RECEIVE NEEDED DENTAL CARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTIVE DENTAL ASSESSMENTS AND DENTAL TREATMENTS FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH DENTAL CARE TO EMPLOYEES, RETIREES, THEIR DEPENDANTS, AND COBRA MEMBERS, BY COLLECTING CONTRIBUTIONS FROM THE COMPANY, EMPLOYEES,RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIMS PROCESSING AND ADMINISTRATIVE FEES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt015034861
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0673528
IRS990/PYOtherExpensesAmt0641796
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt015197815
IRS990/PYRevenuesLessExpensesAmt0194686
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt015676657
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015871343
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1287283
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018391655
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017104373
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0739945
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1332900
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID PREMIUM
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1STOP LOSS REFUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0558747
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED MEDICAL BENEFITS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS VEBA ORGANIZATION DOES NOT HAVE ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS UNDER FIN 48.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01072845
IRS990ScheduleD/TotalLiabilityAmt0558747
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY AN EXTERNAL CPA FIRM USING THE ORGANIZATION'S FINANCIAL INFORMATION FROM THEIR INTERNAL FINANCIAL STATEMENTS. IT IS REVIEWED BY THE HEALTH BENEFITS SENIOR MANAGER AND SENIOR DIRECTOR, SENIOR BENEFITS ACCOUNTANT, TRUSTEE OF THE ORGANIZATION (WHO SIGNS THE FORM 990,) AND IF NECESSARY, THE ATTORNEY FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINES 12A, 13, AND 14 - ANSWERED "NO" TO ALL LINES. ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WRITTEN WHISTLEBLOWER POLICY, OR WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, THE SPONSORING ORGANIZATION, GALLO GLASS COMPANY, DOES HAVE THESE POLICIES IN PLACE TO PROVIDE SIMILAR PROTECTIONS FOR THE ORGANIZATION'S BENEFICIARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: THE ORGANIZATION'S GOVERNING TRUST DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE FILING OF FORM 990. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY BUT RELIES ON THE SPONSORING ORGANIZATION'S CONFLICT OF INTEREST POLICY FOR PROTECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0941384142
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1941231811
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2941009696
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0GLASS MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2WINERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GALLO GLASS COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1GALLO SALES COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2E & J GALLO WINERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0605 S SANTA CRUZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt130825 WIEGMAN RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2600 YOSEMITE BLVD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MODESTO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1HAYWARD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2MODESTO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095354
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd194544
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd295354
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GALLO EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942334925
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0POBOX 1130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MODESTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095353
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt017332480
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GALLO GLASS COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018985959
IRS990/TotalAssetsEOYAmt019629434
IRS990/TotalAssetsGrp/BOYAmt018985959
IRS990/TotalAssetsGrp/EOYAmt019629434
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0379457
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018217659
IRS990/TotalFunctionalExpensesGrp/TotalAmt018597116
IRS990/TotalGrossUBIAmt0-25768
IRS990/TotalLiabilitiesBOYAmt0594304
IRS990/TotalLiabilitiesEOYAmt02525061
IRS990/TotalLiabilitiesGrp/BOYAmt0594304
IRS990/TotalLiabilitiesGrp/EOYAmt02525061
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018391655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017104373
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt017335601
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017335601
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017309833
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-25768
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018985959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019629434
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 YOSEMITE BLVD
IRS990/USAddress/CityNm0MODESTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095354
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH COTTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02093413024
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GALLO UNION HEALTH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GALL
ReturnHeader/Filer/EIN0946474308
ReturnHeader/Filer/PhoneNum02093413024
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1130
ReturnHeader/Filer/USAddress/CityNm0MODESTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0953531130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933215332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBICH HOOPER KING DILL HOFFMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09801 CAMINO MEDIA STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093311
ReturnHeader/PreparerPersonGrp/PhoneNum06616311171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBBIE KIRSCHENMANN
ReturnHeader/ReturnTs02025-10-15T13:47:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.