Civic Intelligence

Gold Coast Joint Benefits Trust

EIN 95-4286060 • 501(c)9 • Stockton, CA

Profile

Providing medical, dental and welfare benefits to eligible participants on a group basis.

PO Box 2300Stockton, CA 95201

n/A

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

100th percentile

942%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-52%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$7,078,802

Down $7,543,518 (-52%) from 2023

Liabilities

Down

$55,310

Down $4,803,574 (-99%) from 2023

Net Assets

Down

$7,023,492

Down $2,739,944 (-28%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$362,606

Down $41,026,128 (-101%) from 2023

Expenses

Down

$3,051,401

Down $43,224,925 (-93%) from 2023

Net Income

Up

-$3,414,007

Up $2,198,797 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$30M$20M$10M$0Assets 2011: $17,807,553Liabilities 2011: $6,186,860Net Assets 2011: $11,620,6932011Assets 2012: $14,417,723Liabilities 2012: $4,852,971Net Assets 2012: $9,564,7522012Assets 2013: $15,528,323Liabilities 2013: $4,748,048Net Assets 2013: $10,780,2752013Assets 2014: $11,582,654Liabilities 2014: $4,557,417Net Assets 2014: $7,025,2372014Assets 2015: $12,898,088Liabilities 2015: $7,132,890Net Assets 2015: $5,765,1982015Assets 2016: $15,434,618Liabilities 2016: $4,945,229Net Assets 2016: $10,489,3892016Assets 2017: $20,248,072Liabilities 2017: $5,449,807Net Assets 2017: $14,798,2652017Assets 2018: $19,780,385Liabilities 2018: $5,166,406Net Assets 2018: $14,613,9792018Assets 2019: $19,286,196Liabilities 2019: $4,859,144Net Assets 2019: $14,427,0522019Assets 2020: $16,329,092Liabilities 2020: $4,141,572Net Assets 2020: $12,187,5202020Assets 2021: $21,014,617Liabilities 2021: $4,829,739Net Assets 2021: $16,184,8782021Assets 2022: $17,942,603Liabilities 2022: $2,719,277Net Assets 2022: $15,223,3262022Assets 2023: $14,622,320Liabilities 2023: $4,858,884Net Assets 2023: $9,763,4362023Assets 2024: $7,078,802Liabilities 2024: $55,310Net Assets 2024: $7,023,4922024

Highlighted filing

2024

Assets$7,078,802
Liabilities$55,310
Net Assets$7,023,492
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $46,645,862Expenses 2011: $48,929,023Net Income 2011: -$2,283,1612011Revenue 2012: $45,922,653Expenses 2012: $50,961,961Net Income 2012: -$5,039,3082012Revenue 2013: $51,834,732Expenses 2013: $50,323,698Net Income 2013: $1,511,0342013Revenue 2014: $54,379,950Expenses 2014: $58,098,505Net Income 2014: -$3,718,5552014Revenue 2015: $61,367,085Expenses 2015: $62,406,287Net Income 2015: -$1,039,2022015Revenue 2016: $63,494,879Expenses 2016: $58,907,456Net Income 2016: $4,587,4232016Revenue 2017: $65,932,894Expenses 2017: $61,585,011Net Income 2017: $4,347,8832017Revenue 2018: $55,875,494Expenses 2018: $55,943,676Net Income 2018: -$68,1822018Revenue 2019: $57,508,876Expenses 2019: $58,269,303Net Income 2019: -$760,4272019Revenue 2020: $56,171,713Expenses 2020: $58,952,727Net Income 2020: -$2,781,0142020Revenue 2021: $60,904,849Expenses 2021: $56,529,734Net Income 2021: $4,375,1152021Revenue 2022: $48,393,811Expenses 2022: $47,974,784Net Income 2022: $419,0272022Revenue 2023: $40,663,522Expenses 2023: $46,276,326Net Income 2023: -$5,612,8042023Revenue 2024: -$362,606Expenses 2024: $3,051,401Net Income 2024: -$3,414,0072024

Highlighted filing

2024

Revenue-$362,606
Expenses$3,051,401
Net Income-$3,414,007
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,078,802
Liabilities
$55,310
Net assets
$7,023,492
Revenue
-$362,606
Expenses
$3,051,401
Net income
-$3,414,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.06$7.02$0.36$3.05$3.41
2023Detailed filing. Detailed filing data is available for this year.$14.6$4.86$9.76$40.7$46.3$5.61
2022Detailed filing. Detailed filing data is available for this year.$17.9$2.72$15.2$48.4$48.0$0.42
2021Detailed filing. Detailed filing data is available for this year.$21.0$4.83$16.2$60.9$56.5$4.38
2020Detailed filing. Detailed filing data is available for this year.$16.3$4.14$12.2$56.2$59.0$2.78
2019Detailed filing. Detailed filing data is available for this year.$19.3$4.86$14.4$57.5$58.3$0.76
2018Detailed filing. Detailed filing data is available for this year.$19.8$5.17$14.6$55.9$55.9$0.07
2017Detailed filing. Detailed filing data is available for this year.$20.2$5.45$14.8$65.9$61.6$4.35
2016Detailed filing. Detailed filing data is available for this year.$15.4$4.95$10.5$63.5$58.9$4.59
2015Detailed filing. Detailed filing data is available for this year.$12.9$7.13$5.77$61.4$62.4$1.04
2014Summary only. Only limited summary data is available for this year.$11.6$4.56$7.03$54.4$58.1$3.72
2013Summary only. Only limited summary data is available for this year.$15.5$4.75$10.8$51.8$50.3$1.51
2012Summary only. Only limited summary data is available for this year.$14.4$4.85$9.56$45.9$51.0$5.04
2011Summary only. Only limited summary data is available for this year.$17.8$6.19$11.6$46.6$48.9$2.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$15,984,179
Mission and Program Overview

Mission

Providing medical, dental and welfare benefits to eligible participants on a group basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,763,436$7,023,492▼ $2,739,944
Investments in Publicly Traded Securities$12,546,773$5,057,946▼ $7,488,827
Savings and Temporary Cash Investments$1,306,949$1,931,450▲ $624,501
Accounts Receivable$754,205$46,779▼ $707,426
Prepaid Expenses and Deferred Charges$14,393$42,627▲ $28,234
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$14,622,320$7,078,802▼ $7,543,518
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,735,336$0▼ $4,735,336
Accounts Payable and Accrued Expenses$123,548$55,310▼ $68,238
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,858,884$55,310▼ $4,803,574
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,763,436$7,023,492▼ $2,739,944
Total Liabilities and Net Assets / Fund Balance$14,622,320$7,078,802▼ $7,543,518
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gina GarciaEmployee Director
Joanna PelinoEmployee Director
Kathryn RileyEmployee Director
Kendal GriffinEmployee Director
Natalia TorresEmployee Director
Steve BoydEmployee Director
Ahsan MirzaEmployer Director
Carol PeekEmployer Director
Dan NelsonEmployer Director
David CastellanoEmployer Director
Eric ReynoldsEmployer Director
Gina Gaines-OlmandeEmployer Director
Gina WolowiczEmployer Director
Norma MaganaEmployer Director
Patricia MarshallEmployer Director
Valerie MitchellEmployer Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Health Systemsadministrative feespo box 1147, Stockton, CA 95201$268,817
Delta Fund Administratorsadministrative feespo box 2300, Stockton, CA 95201$208,920
Rael LetsonAdministrative Fees160 BOVET RD STE 203, San Mateo, CA 94402$113,504
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-362,606
Other Revenue
$0
Change in Net Assets
$-3,414,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$-385,330
Revenue Not Reported on Financial Statements
$22,724
Revenue Not Reported on Form 990
$674,063
Total Revenue per Audited Statements
$288,733
Total Revenue per Form 990
$-362,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$959,785
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---$2,091,616
Fees for Services Management---$514,215
Fees for Services Other---$259,871
Insurance---$55,759
Fees for Services Accounting---$50,120
Fees for Services Legal---$30,448
Fees for Service Investment Mgmnt Fees---$22,724
Other Expenses---$9,002
Office Expenses---$8,037
Total Functional Expenses$0$0$0$3,051,401

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,764,013
Total Expenses per Audited Statements$7,764,013
Total Expenses per Form 990$3,051,401
Expenses Not Reported on Financial Statements$-4,712,612
Other Expense Adjustments$-4,735,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI, line 11B:

“The trust's cpa prepares the form 990 and presents it to the finance committee for review.”

PART VI, LINE 12C:

“disclosure to board chairperson, if conflict exists.”

PART VI, LINE 19:

“The trust makes its governing documents and financial statements available to participants upon request.”

PART VII, SECTION A:

“A survey regarding compensation and benefits of related organizations was sent to each director/alternate who served during the year ended june 30, 2024 who were all employed by a related organization. Any directors' compensation and benefits from the related organizations not listed on this 990 are available at the trust fund office.”

Filing and Contact Details

Filer

Filer Name
Gold Coast Joint Benefits Trust
EIN
95-4286060
In Care Of
% KIM BROWN
Phone
8004226090
Address
PO BOX 2300, STOCKTON, CA 95201

Signing Officer

Name
David Castellano
Title
Associate Superinten
Phone
8004226090
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Castellano
Formed
1990
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Macgregor Waite
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

Part X, line 2:

“ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, 4B: change in benefit obligations -$4,735,336”

Raw XML AppendixShowing 400 of 540 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm5VALERIE MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm6AHSAN MIRZA
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICIA MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm8JOANNA PELINO
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHRYN RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm10NATALIA TORRES
IRS990/Form990PartVIISectionAGrp/PersonNm11KENDAL GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm12Gina Wolowicz
IRS990/Form990PartVIISectionAGrp/PersonNm13Carol Peek
IRS990/Form990PartVIISectionAGrp/PersonNm14Dan Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm15Gina Gaines-Olmande
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IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12Employer Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Employer Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Employer Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Employer Director
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt07023492
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc1BANK FEES
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IRS990/OtherExpensesGrp/TotalAmt19002
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IRS990/PYOtherRevenueAmt01055605
IRS990/PYProgramServiceRevenueAmt039671759
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IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt040663522
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07023492
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01306949
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01931450
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt022724
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0674063
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-4735336
IRS990ScheduleD/RevenueNotReportedAmt0674063
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt022724
IRS990ScheduleD/RevenueSubtotalAmt0-385330
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, 4B: change in benefit obligations -$4,735,336
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, line 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt03051401
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0-362606
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0288733
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07764013
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE FINANCE COMMITTEE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1disclosure to board chairperson, if conflict exists.

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