Civic Intelligence

Airconditioning and Refrigeration Industry Health and Welfare Trust Fund

EIN 95-6041105 • 501(c)9 • Orange, CA

View Organization Page

3500 W Orangewood AveOrange, CA 92868

www.acrtrust.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.25x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.41x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

61st percentile

9.9%

Higher net margin than 61% of similar nonprofits.

501(c)9 • $50M-$100M 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

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

49th percentile

6.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$79,511,254

Up $6,961,691 (+9.6%) from 2023

Liabilities

Down

$20,167,069

Down $112,262 (-0.6%) from 2023

Net Assets

Up

$59,344,185

Up $7,073,953 (+14%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin61st percentile

Revenue

Up

$48,596,299

Up $2,850,566 (+6.2%) from 2023

Expenses

Up

$43,791,903

Up $486,474 (+1.1%) from 2023

Net Income

Up

$4,804,396

Up $2,364,092 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$80M$60M$40M$20M$0Assets 2010: $27,268,083Liabilities 2010: $11,065,002Net Assets 2010: $16,203,0812010Assets 2011: $25,610,810Liabilities 2011: $10,765,521Net Assets 2011: $14,845,2892011Assets 2012: $22,868,657Liabilities 2012: $11,552,213Net Assets 2012: $11,316,4442012Assets 2013: $19,692,171Liabilities 2013: $8,294,044Net Assets 2013: $11,398,1272013Assets 2014: $20,162,410Liabilities 2014: $7,771,827Net Assets 2014: $12,390,5832014Assets 2015: $23,882,172Liabilities 2015: $7,784,303Net Assets 2015: $16,097,8692015Assets 2016: $30,208,594Liabilities 2016: $8,137,931Net Assets 2016: $22,070,6632016Assets 2017: $37,948,281Liabilities 2017: $9,830,680Net Assets 2017: $28,117,6012017Assets 2018: $42,669,269Liabilities 2018: $9,764,086Net Assets 2018: $32,905,1832018Assets 2019: $52,946,714Liabilities 2019: $10,147,365Net Assets 2019: $42,799,3492019Assets 2020: $60,714,049Liabilities 2020: $15,495,726Net Assets 2020: $45,218,3232020Assets 2021: $67,504,830Liabilities 2021: $15,498,680Net Assets 2021: $52,006,1502021Assets 2022: $63,980,116Liabilities 2022: $17,979,976Net Assets 2022: $46,000,1402022Assets 2023: $72,549,563Liabilities 2023: $20,279,331Net Assets 2023: $52,270,2322023Assets 2024: $79,511,254Liabilities 2024: $20,167,069Net Assets 2024: $59,344,1852024

Highlighted filing

2024

Assets$79,511,254
Liabilities$20,167,069
Net Assets$59,344,185
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $23,924,8152010Revenue 2011: $21,873,389Expenses 2011: $23,334,756Net Income 2011: -$1,461,3672011Revenue 2012: $21,703,845Expenses 2012: $25,769,322Net Income 2012: -$4,065,4772012Revenue 2013: $24,193,501Expenses 2013: $23,160,921Net Income 2013: $1,032,5802013Revenue 2014: $26,575,164Expenses 2014: $25,993,235Net Income 2014: $581,9292014Revenue 2015: $30,711,183Expenses 2015: $26,813,737Net Income 2015: $3,897,4462015Revenue 2016: $34,231,933Expenses 2016: $29,058,019Net Income 2016: $5,173,9142016Revenue 2017: $37,610,534Expenses 2017: $31,943,707Net Income 2017: $5,666,8272017Revenue 2018: $38,918,287Expenses 2018: $31,703,891Net Income 2018: $7,214,3962018Revenue 2019: $39,335,281Expenses 2019: $33,070,435Net Income 2019: $6,264,8462019Revenue 2020: $39,077,402Expenses 2020: $39,144,459Net Income 2020: -$67,0572020Revenue 2021: $39,290,458Expenses 2021: $34,792,957Net Income 2021: $4,497,5012021Revenue 2022: $42,852,184Expenses 2022: $40,373,367Net Income 2022: $2,478,8172022Revenue 2023: $45,745,733Expenses 2023: $43,305,429Net Income 2023: $2,440,3042023Revenue 2024: $48,596,299Expenses 2024: $43,791,903Net Income 2024: $4,804,3962024

Highlighted filing

2024

Revenue$48,596,299
Expenses$43,791,903
Net Income$4,804,396
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
$79,511,254
Liabilities
$20,167,069
Net assets
$59,344,185
Revenue
$48,596,299
Expenses
$43,791,903
Net income
$4,804,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.5$20.2$59.3$48.6$43.8$4.80
2023Detailed filing. Detailed filing data is available for this year.$72.5$20.3$52.3$45.7$43.3$2.44
2022Detailed filing. Detailed filing data is available for this year.$64.0$18.0$46.0$42.9$40.4$2.48
2021Detailed filing. Detailed filing data is available for this year.$67.5$15.5$52.0$39.3$34.8$4.50
2020Detailed filing. Detailed filing data is available for this year.$60.7$15.5$45.2$39.1$39.1$0.07
2019Detailed filing. Detailed filing data is available for this year.$52.9$10.1$42.8$39.3$33.1$6.26
2018Detailed filing. Detailed filing data is available for this year.$42.7$9.76$32.9$38.9$31.7$7.21
2017Detailed filing. Detailed filing data is available for this year.$37.9$9.83$28.1$37.6$31.9$5.67
2016Detailed filing. Detailed filing data is available for this year.$30.2$8.14$22.1$34.2$29.1$5.17
2015Detailed filing. Detailed filing data is available for this year.$23.9$7.78$16.1$30.7$26.8$3.90
2014Detailed filing. Detailed filing data is available for this year.$20.2$7.77$12.4$26.6$26.0$0.58
2013Summary only. Only limited summary data is available for this year.$19.7$8.29$11.4$24.2$23.2$1.03
2012Summary only. Only limited summary data is available for this year.$22.9$11.6$11.3$21.7$25.8$4.07
2011Summary only. Only limited summary data is available for this year.$25.6$10.8$14.8$21.9$23.3$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$11.1$16.2$23.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$77,035,907
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$62,008,222$67,805,032▲ $5,796,810
Rtn Earn Endowment Incm Other Fnds$52,270,232$59,344,185▲ $7,073,953
Savings and Temporary Cash Investments$4,531,859$5,539,150▲ $1,007,291
Accounts Receivable$4,480,642$4,288,550▼ $192,092
Cash and Non-Interest-Bearing Accounts$513,077$955,569▲ $442,492
Prepaid Expenses and Deferred Charges$50,581$22,516▼ $28,065
Land, Buildings, and Equipment, Net$4,756$1,775▼ $2,981
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
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$72,549,563$79,511,254▲ $6,961,691
Other Assets Total$960,426$898,662▼ $61,764
Liabilities
Other Liabilities$19,251,690$19,268,009▲ $16,319
Accounts Payable and Accrued Expenses$1,027,641$899,060▼ $128,581
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$20,279,331$20,167,069▼ $112,262
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,270,232$59,344,185▲ $7,073,953
Total Liabilities and Net Assets / Fund Balance$72,549,563$79,511,254▲ $6,961,691

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,775$389,895$391,670
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristi WagnerAdministratorPT$92,407$18,674$111,081

Board Members and Trustees

NameTitle
Anthony MussoTrustee
Ben ClaytonTrustee
Brandon MortorffTrustee
Jerry TrevinoTrustee
Jesse SanchezTrustee
John BakerTrustee
Ken FloresTrustee
Lonnie WrightTrustee
Randall Chenworthtrustee
Robert a LakeTrustee
Todd Buchanantrustee
Tom MortonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
california physicians' servicecontract admin.50 beale ST, San Francisco, CA 94105$344,792
Miller Kaplan Arase LLPAuditor3900 W ALAMEDA AVE STE 2400, Burbank, CA 91505-4302$241,727
Delta Dental Of CaliforniaContract Admin.560 MISSION ST STE 1300, San Francisco, CA 94105$146,029
horizon actuarial services llcactuary5200 LANKERSHIM BLVD STE 740, North Hollywood, CA 91601$145,281
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$46,687,272
Investment Income
$1,740,844
Other Revenue
$168,183
Change in Net Assets
$4,804,396

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,596,299
Revenue Not Reported on Form 990
$2,269,557
Total Revenue per Audited Statements
$50,865,856
Total Revenue per Form 990
$48,596,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,774,996
Salaries, Compensation, and Employee Benefits$488,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$41,528,545
Fees for Services Management---$624,513
Fees for Services Accounting---$241,727
Other Salaries and Wages---$233,166
Fees for Services Other---$226,450
Information Technology---$190,262
Fees for Services Legal---$131,444
Other Employee Benefits---$127,489
Office Expenses---$126,579
Occupancy---$113,697
Current Officers, Directors, Trustees, and Key Employees---$92,407
Payroll Taxes---$35,300
Fees for Service Investment Mgmnt Fees---$33,700
Insurance---$33,550
Conferences and Meetings---$17,115
Other Expenses---$6,347
All Other Expenses---$2,981
Total Functional Expenses$0$0$0$43,791,903

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$43,791,903
Total Expenses per Audited Statements$43,791,903
Total Expenses per Form 990$43,791,903
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
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PARTICIPANTS' ACCUM. ELIGIBILITY$12,341,000
Premiums Payable$3,214,673
Not Reported$1,755,000
Vacation Funds Payable$1,695,303
Claims Payable$262,033
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 form 990 is reviewed by the board of trustees and administrator of the trust fund prior to being filed.”

PART VI, LINE 12C:

“The policy is provided to each trustee after a new trustee is appointed and is requested that he or she report any real or potential conflicts of interest to the trust fund's legal counsel. The policy is reviewed annually by the board of trustees.”

PART VI, LINE 15A:

“Compensation is reviewed and approved by the board of directors.”

PART VI, LINE 19:

“All governing documents, the trust fund's conflict of interest policy, and financial statements are available to the public upon request at the trust fund's place of business.”

PART VII, SECTION A:

“Any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Airconditioning and Refrigeration
EIN
95-6041105
In Care Of
% KRISTI WAGNER
Phone
7149176100
Address
3500 W Orangewood Ave, ORANGE, CA 92868

Signing Officer

Name
Brandon Mortorff
Title
Trustee
Phone
7149176100
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristi Wagner
Formed
1959
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
63
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINE 1:

“The trust fund is a multi-employer health plan providing medical, dental, supplemental disability, vision, vacation and prescription drug benefits to active employees, retirees and their dependents. A death benefit and accidental death and dismemberment benefit is also offered to active employees and retirees.”

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.”

Raw XML AppendixShowing 400 of 598 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01027641
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0899060
IRS990/AccountsReceivableGrp/BOYAmt04480642
IRS990/AccountsReceivableGrp/EOYAmt04288550
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt02981
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt041528545
IRS990/BooksInCareOfDetail/PersonNm0KRISTI WAGNER
IRS990/BooksInCareOfDetail/PhoneNum07149176100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03500 W ORANGEWOOD AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092868
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0513077
IRS990/CashNonInterestBearingGrp/EOYAmt0955569
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt092407
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt017115
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0344792
IRS990/ContractorCompensationGrp/CompensationAmt1145281
IRS990/ContractorCompensationGrp/CompensationAmt2241727
IRS990/ContractorCompensationGrp/CompensationAmt3146029
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt050 beale ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt15200 LANKERSHIM BLVD STE 740
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt23900 W ALAMEDA AVE STE 2400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3560 MISSION ST STE 1300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NORTH HOLLYWOOD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BURBANK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd191601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd2915054302
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd394105
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0california physicians' service
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1horizon actuarial services llc
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2MILLER KAPLAN ARASE LLP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3DELTA DENTAL OF CALIFORNIA
IRS990/ContractorCompensationGrp/ServicesDesc0contract admin.
IRS990/ContractorCompensationGrp/ServicesDesc1actuary
IRS990/ContractorCompensationGrp/ServicesDesc2AUDITOR
IRS990/ContractorCompensationGrp/ServicesDesc3CONTRACT ADMIN.
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt041528545
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01740844
IRS990/CYOtherExpensesAmt01774996
IRS990/CYOtherRevenueAmt0168183
IRS990/CYProgramServiceRevenueAmt046687272
IRS990/CYRevenuesLessExpensesAmt04804396
IRS990/CYSalariesCompEmpBnftPaidAmt0488362
IRS990/CYTotalExpensesAmt043791903
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt048596299
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE TRUST FUND IS A MULTI-EMPLOYER HEALTH PLAN PROVIDING MEDICAL, DENTAL, SUPPLEMENTAL DISABILITY, VISION, VACATION AND PRESCRIPTION DRUG BENEFITS TO ACTIVE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. A DEATH BENEFIT AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFIT IS ALSO OFFERED TO ACTIVE EMPLOYEES AND RETIREES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt063
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0241727
IRS990/FeesForServicesLegalGrp/TotalAmt0131444
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0624513
IRS990/FeesForServicesOtherGrp/TotalAmt0226450
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033700
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt018.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt017.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt038361
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0KRISTI WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDALL CHENWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTHONY MUSSO
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT A LAKE
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSE SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6KEN FLORES
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm8LONNIE WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm9JERRY TREVINO
IRS990/Form990PartVIISectionAGrp/PersonNm10BEN CLAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm11TODD BUCHANAN
IRS990/Form990PartVIISectionAGrp/PersonNm12BRANDON MORTORFF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt092407
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0138611
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt04675
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028444283
IRS990/GrossReceiptsAmt077035907
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0190262
IRS990/InsuranceGrp/TotalAmt033550
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01736169
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01736169
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt062008222
IRS990/InvestmentsPubTradedSecGrp/EOYAmt067805032
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0389895
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04756
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01775
IRS990/LandBldgEquipCostOrOtherBssAmt0391670
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028439608
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt052270232
IRS990/NetAssetsOrFundBalancesEOYAmt059344185
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04675
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04675
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02269557
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0113697
IRS990/OfficeExpensesGrp/TotalAmt0126579
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0960426
IRS990/OtherAssetsTotalGrp/EOYAmt0898662
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0127489
IRS990/OtherExpensesGrp/Desc0JANITORIAL
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TABULATING
IRS990/OtherExpensesGrp/Desc3ACA FEES
IRS990/OtherExpensesGrp/TotalAmt08850
IRS990/OtherExpensesGrp/TotalAmt16025
IRS990/OtherExpensesGrp/TotalAmt211756
IRS990/OtherExpensesGrp/TotalAmt36347
IRS990/OtherLiabilitiesGrp/BOYAmt019251690
IRS990/OtherLiabilitiesGrp/EOYAmt019268009
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0168183
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0168183
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0168183
IRS990/OtherSalariesAndWagesGrp/TotalAmt0233166
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt035300
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050581
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022516
IRS990/PrincipalOfficerNm0KRISTI WAGNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046687272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046687272
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt041169730
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01328128
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01620587
IRS990/PYOtherRevenueAmt0159694
IRS990/PYProgramServiceRevenueAmt044257911
IRS990/PYRevenuesLessExpensesAmt02440304
IRS990/PYSalariesCompEmpBnftPaidAmt0515112
IRS990/PYTotalExpensesAmt043305429
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt045745733
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04804396
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt052270232
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059344185
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04531859
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05539150
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01775
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0389895
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0391670
IRS990ScheduleD/ExpensesSubtotalAmt043791903
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02269557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0262033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13214673
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21755000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt312341000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41695303
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PARTICIPANTS' ACCUM. ELIGIBILITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $50M-$100M nonprofits