Civic Intelligence

South Bay Hotel Employees Restaurant Employees Training Fund

EIN 94-6535776 • 501(c)9 • Seattle, WA

View Organization Page

Profile

TRAINING PROGRAM

PO Box 34203Seattle, WA 98124

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.01x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.02x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

95th percentile

89%

Higher net margin than 95% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$293,538

Up $51,102 (+21%) from 2018

Liabilities

Up

$3,892

Up $3,301 (+559%) from 2018

Net Assets

Up

$289,646

Up $47,801 (+20%) from 2018

Operations
Liabilities / Revenue84th percentileNet Margin95th percentile

Revenue

Up

$175,331

Up $130,629 (+292%) from 2018

Expenses

Down

$19,819

Down $8,567 (-30%) from 2018

Net Income

Up

$155,512

Up $139,196 (+853%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2011: $168,377Liabilities 2011: $1,9502011Assets 2012: $198,032Liabilities 2012: $6512012Assets 2013: $206,056Liabilities 2013: $3582013Assets 2014: $229,691Liabilities 2014: $390Net Assets 2014: $229,3012014Assets 2015: $192,182Liabilities 2015: $243Net Assets 2015: $191,9392015Assets 2016: $209,265Liabilities 2016: $300Net Assets 2016: $208,9652016Assets 2017: $228,152Liabilities 2017: $621Net Assets 2017: $227,5312017Assets 2018: $242,436Liabilities 2018: $591Net Assets 2018: $241,8452018Assets 2024: $293,538Liabilities 2024: $3,892Net Assets 2024: $289,6462024

Highlighted filing

2024

Assets$293,538
Liabilities$3,892
Net Assets$289,646
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $55,178Expenses 2011: $80,024Net Income 2011: -$24,8462011Revenue 2012: $53,975Expenses 2012: $23,021Net Income 2012: $30,9542012Revenue 2013: $46,156Expenses 2013: $30,703Net Income 2013: $15,4532013Revenue 2014: $60,737Expenses 2014: $40,262Net Income 2014: $20,4752014Revenue 2015: $79,815Expenses 2015: $115,732Net Income 2015: -$35,9172015Revenue 2016: $44,054Expenses 2016: $24,722Net Income 2016: $19,3322016Revenue 2017: $52,334Expenses 2017: $33,476Net Income 2017: $18,8582017Revenue 2018: $44,702Expenses 2018: $28,386Net Income 2018: $16,3162018Revenue 2024: $175,331Expenses 2024: $19,819Net Income 2024: $155,5122024

Highlighted filing

2024

Revenue$175,331
Expenses$19,819
Net Income$155,512
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$293,538
Liabilities
$3,892
Net assets
$289,646
Revenue
$175,331
Expenses
$19,819
Net income
$155,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.04$2.90$1.75$0.20$1.56
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.42$0.45$0.28$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.01$2.28$0.52$0.33$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.44$0.25$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.80$1.16$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.29$0.61$0.40$0.20
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.46$0.31$0.15
2012Summary only. Only limited summary data is available for this year.$1.98$0.01$0.54$0.23$0.31
2011Summary only. Only limited summary data is available for this year.$1.68$0.02$0.55$0.80$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$175,331
Mission and Program Overview

Mission

TRAINING PROGRAM

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO PROVIDE VOCATIONAL TRAINING.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENRIQUE FERNANDEZTrustee-Chairman-$0--
JOHN SOUTHWELLTrustee-Secretary-$0--
SARAH JULIANTrustee-$0--
TANYA FLEMINGTrustee-$0--
ROSA RODRIGUEZTrustee-$0--
CATHERINE HENDRICKSAlternative-$0--
RAQUEL ALVAREZTrustee-$0--
JIM BEARDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
South Bay Hotel Employees Restaurant Employee
EIN
94-6535776
In Care Of
% WELFARE & PENSION ADMIN SER
Phone
2064417574
Address
PO Box 34203, Seattle, WA 98124

Signing Officer

Name
Enrique Fernandez
Title
Chairman
Phone
2064417574
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON ROAD STE 400, SAN RAMON, CA 94583
Preparer
Albert Leech
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part V, Information Regarding Personal Benefit Contracts

“The organization did not, during the year, receive any funds, directly or indirectly to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:3625”

Form 990EZ Part I Line 16

“Description:CONFERENCES AND MEETINGS Amount:408”

Form 990EZ Part I Line 16

“Description:TRUSTEE TRAVEL Amount:355”

Form 990EZ Part II Line 24

“Description:EMPLOYER CONTRIBUTIONS BOY Amount:10742 EOY Amount:15194”

Form 990EZ Part II Line 24

“Description:DUE FROM RELATED PLAN BOY Amount:2826 EOY Amount:2826”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WELFARE PENSION ADMIN SERV
IRS990EZ/BooksInCareOfDetail/PhoneNum02064417574
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07525 SE 24TH STREET STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MERCER ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119465
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0274173
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0155512
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014218
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134427
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0293538
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0175331
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01311
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134134
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134134
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ENRIQUE FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SOUTHWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH JULIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA FLEMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROSA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CATHERINE HENDRICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RAQUEL ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ALTERNATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014962
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019365
IRS990EZ/OtherExpensesTotalAmt04388
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt01213
IRS990EZ/ProgramServiceRevenueAmt0174020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE VOCATIONAL TRAINING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0293
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03892
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt019819
IRS990EZ/TotalRevenueAmt0175331
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.southbayheretrust.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INSURANCE Amount:3625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:CONFERENCES AND MEETINGS Amount:408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:TRUSTEE TRAVEL Amount:355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:EMPLOYER CONTRIBUTIONS BOY Amount:10742 EOY Amount:15194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:DUE FROM RELATED PLAN BOY Amount:2826 EOY Amount:2826
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Enrique Fernandez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02064417574
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEE
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0946535776
ReturnHeader/Filer/InCareOfNm0% WELFARE & PENSION ADMIN SER
ReturnHeader/Filer/PhoneNum02064417574
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 34203
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06101 BOLLINGER CANYON ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT LEECH
ReturnHeader/ReturnTs02025-11-12T11:59:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.