Civic Intelligence

Valley Detroit Diesel Allison Employee

EIN 95-3670040 • 501(c)9 • West Covina, CA

Profile

To provide health benefits to eligible employees and their dependents.

1000 Lakes Drive 350West Covina, CA 91790

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

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

33rd percentile

-1.9%

Higher net margin than 33% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$69,423

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-100%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-9.6%

Faster revenue growth than 25% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $215,442 (-100%) from 2023

Liabilities

Down

$0

Down $36,196 (-100%) from 2023

Net Assets

Down

$0

Down $179,246 (-100%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin33rd percentile

Revenue

Down

$1,490,734

Down $157,861 (-9.6%) from 2023

Expenses

Down

$1,519,275

Down $160,258 (-9.5%) from 2023

Net Income

Up

-$28,541

Up $2,397 (+7.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$600K$400K$200K$0Assets 2011: $335,969Liabilities 2011: $58,459Net Assets 2011: $277,5102011Assets 2012: $373,075Liabilities 2012: $85,005Net Assets 2012: $288,0702012Assets 2013: $410,616Liabilities 2013: $57,458Net Assets 2013: $353,1582013Assets 2014: $405,135Liabilities 2014: $35,006Net Assets 2014: $370,1292014Assets 2015: $336,243Liabilities 2015: $68,125Net Assets 2015: $268,1182015Assets 2016: $316,724Liabilities 2016: $90,910Net Assets 2016: $225,8142016Assets 2017: $455,421Liabilities 2017: $80,193Net Assets 2017: $375,2282017Assets 2018: $315,025Liabilities 2018: $68,658Net Assets 2018: $246,3672018Assets 2019: $349,669Liabilities 2019: $57,398Net Assets 2019: $292,2712019Assets 2020: $219,799Liabilities 2020: $36,993Net Assets 2020: $182,8062020Assets 2021: $160,837Liabilities 2021: $34,075Net Assets 2021: $126,7622021Assets 2022: $247,333Liabilities 2022: $31,776Net Assets 2022: $215,5572022Assets 2023: $215,442Liabilities 2023: $36,196Net Assets 2023: $179,2462023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

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

Operations Trend

Revenue Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,013,827Expenses 2011: $3,056,008Net Income 2011: -$42,1812011Revenue 2012: $3,146,391Expenses 2012: $3,135,831Net Income 2012: $10,5602012Revenue 2013: $3,085,818Expenses 2013: $3,020,730Net Income 2013: $65,0882013Revenue 2014: $3,097,336Expenses 2014: $3,080,365Net Income 2014: $16,9712014Revenue 2015: $3,378,113Expenses 2015: $3,480,124Net Income 2015: -$102,0112015Revenue 2016: $3,297,275Expenses 2016: $3,339,579Net Income 2016: -$42,3042016Revenue 2017: $2,792,528Expenses 2017: $2,643,114Net Income 2017: $149,4142017Revenue 2018: $1,909,814Expenses 2018: $2,038,675Net Income 2018: -$128,8612018Revenue 2019: $1,805,665Expenses 2019: $1,759,761Net Income 2019: $45,9042019Revenue 2020: $1,526,666Expenses 2020: $1,636,131Net Income 2020: -$109,4652020Revenue 2021: $1,441,998Expenses 2021: $1,498,042Net Income 2021: -$56,0442021Revenue 2022: $1,497,647Expenses 2022: $1,408,852Net Income 2022: $88,7952022Revenue 2023: $1,648,595Expenses 2023: $1,679,533Net Income 2023: -$30,9382023Revenue 2024: $1,490,734Expenses 2024: $1,519,275Net Income 2024: -$28,5412024

Highlighted filing

2024

Revenue$1,490,734
Expenses$1,519,275
Net Income-$28,541
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
$0
Liabilities
$0
Net assets
$0
Revenue
$1,490,734
Expenses
$1,519,275
Net income
-$28,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.49$1.52$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$1.65$1.68$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.03$0.22$1.50$1.41$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$1.44$1.50$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$1.53$1.64$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.06$0.29$1.81$1.76$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.07$0.25$1.91$2.04$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.38$2.79$2.64$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.09$0.23$3.30$3.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.07$0.27$3.38$3.48$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.37$3.10$3.08$0.02
2013Summary only. Only limited summary data is available for this year.$0.41$0.06$0.35$3.09$3.02$0.07
2012Summary only. Only limited summary data is available for this year.$0.37$0.09$0.29$3.15$3.14$0.01
2011Summary only. Only limited summary data is available for this year.$0.34$0.06$0.28$3.01$3.06$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,490,734
Mission and Program Overview

Mission

To provide health benefits to eligible employees and their dependents.

To provide health benefits to employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$179,246$0▼ $179,246
Cash and Non-Interest-Bearing Accounts$44,119$0▼ $44,119
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
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$215,442$0▼ $215,442
Other Assets Total$171,323$0▼ $171,323
Liabilities
Other Liabilities$34,731$0▼ $34,731
Accounts Payable and Accrued Expenses$1,465$0▼ $1,465
Total Liabilities$36,196$0▼ $36,196
Net Assets / Fund Balance
Total Net Assets Fund Balance$179,246$0▼ $179,246
Total Liabilities and Net Assets / Fund Balance$215,442$0▼ $215,442
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
H Clark LeeTrustee$69,423$69,423
Robert K HumphryesTrustee$62,400$62,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,490,734
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-28,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,490,734
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,490,734
Total Revenue per Form 990
$1,490,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,445,132
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$74,143--$74,143
Other Expenses$16,496--$16,496
Total Functional Expenses$1,519,275$0$0$1,519,275

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,519,275
Total Expenses per Form 990$1,519,275
Total Expenses per Audited Statements$1,518,921
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-354
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The governing body held no meetings and there were no written actions undertaken during the year.”

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

“No committee had authority to act on behalf of the governing body.”

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

“The form 990 is reviewed by the advisory committee prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Valley Detroit Diesel Allison Employee
EIN
95-3670040
Phone
6263331243
Address
1000 LAKES DRIVE 350, WEST COVINA, CA 91790

Signing Officer

Name
Robert K Humphryes
Title
CFO
Phone
6263331243
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert K Humphryes
Formed
1977
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Eleanor a Livingston CPA Mst
Phone
9498529433
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in ibnr liability 354. Closing distribution to plan sponsor -151,059.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has concluded that there were no uncertain tax positions as of and for the years ended december 31, 2023. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The statute of limitations for federal purposes is generally three years.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in ibnr liability -354.”

Raw XML Appendix350 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/BOYAmt01465
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS.
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt074143
IRS990/BenefitsToMembersGrp/TotalAmt074143
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VALLEY POWER SYSTEMS INC
IRS990/BooksInCareOfDetail/PhoneNum06263331243
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 LAKES DRIVE 350
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091790
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt044119
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/CYBenefitsPaidToMembersAmt074143
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01445132
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01490734
IRS990/CYRevenuesLessExpensesAmt0-28541
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01519275
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01490734
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INSURANCE PREMIUMS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01428636
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0H CLARK LEE
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT K HUMPHRYES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt069423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt162400
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01490734
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0179246
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0171323
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-150705
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUM
IRS990/OtherExpensesGrp/Desc1ADMINISTRATION
IRS990/OtherExpensesGrp/ProgramServicesAmt01428636
IRS990/OtherExpensesGrp/ProgramServicesAmt116496
IRS990/OtherExpensesGrp/TotalAmt01428636
IRS990/OtherExpensesGrp/TotalAmt116496
IRS990/OtherLiabilitiesGrp/BOYAmt034731
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT K HUMPHRYES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01490734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01490734
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRACT ADMINISTRATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016496
IRS990/ProgSrvcAccomActy3Grp/Desc0BENEFIT CLAIMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt074143
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt099702
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01579831
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01648595
IRS990/PYRevenuesLessExpensesAmt0-30938
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01679533
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01648595
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-28541
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0179246
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-354
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01519275
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0-354
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01490734
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2023. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS GENERALLY THREE YEARS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN IBNR LIABILITY -354.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01519275
IRS990ScheduleD/TotalRevenuePerForm990Amt01490734
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01490734
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01518921
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH, DEPOSITS, AND PREPAID EXPENSES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0VALLEY POWER SYSTEMS INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0951589118
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0151059
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0S CORP
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01000 LAKES DRIVE SUITE 350
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WEST COVINA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd091790
IRS990ScheduleN/OwnerOfSuccessorInd01
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EXPLANATION OF INVOLVEMENT: THE FOLLOWING TRUSTEES OF VALLEY DETROIT DIESEL ALLISON EMPLOYEE BENEFIT TRUST ARE EMPLOYEES AND OFFICERS OF THE TRANSFEREE ORGANIZATION, VALLEY POWER SYSTEMS, INC.: - HAMPTON CLARK LEE - ROBERT K. HUMPHRYESTHE FOLLOWING TRUSTEES OF VALLEY DETROIT DIESEL ALLISON EMPLOYEE BENEFIT TRUST ARE DIRECT AND INDIRECT OWNERS OF THE TRANSFEREE, VALLEY POWER SYSTEMS, INC: - HAMPTON CLARK LEE.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY HELD NO MEETINGS AND THERE WERE NO WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE ADVISORY COMMITTEE PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN IBNR LIABILITY 354. CLOSING DISTRIBUTION TO PLAN SPONSOR -151,059.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0951589118
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PLAN SPONSOR TO THE VALLEY DETROIT DIESEL ALLISON EMPLOYEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0VALLEY POWER SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0425 SOUTH HACIENDA BOULEVARD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CITY OF INDUSTRY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091745
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NAME OF RELATED ORGANIZATION: VALLEY POWER SYSTEMS, INC. PRIMARY ACTIVITY: PLAN SPONSOR TO THE VALLEY DETRIOT DIESEL ALLISON EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST:
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0215442
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0215442
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01519275
IRS990/TotalFunctionalExpensesGrp/TotalAmt01519275
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036196
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt036196
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0179246
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01519275
IRS990/TotalProgramServiceRevenueAmt01490734
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01490734
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01490734
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0215442
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0131823
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 LAKES DRIVE 350
IRS990/USAddress/CityNm0WEST COVINA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091790
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT K HUMPHRYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06263331243
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY DETROIT DIESEL ALLISON EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0953670040
ReturnHeader/Filer/PhoneNum06263331243
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 LAKES DRIVE 350
ReturnHeader/Filer/USAddress/CityNm0WEST COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091790
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEANOR A LIVINGSTON CPA MST
ReturnHeader/ReturnTs02025-11-17T17:18:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.