PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

California Water Servc Co Vol Empl Benef Assoc Tr Col Barg Ben

  • San Jose, CA
  • Tax-exempt since Dec. 2017
  • EIN: 68-0675310

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.91M (2023)

Expenses
$2.57M (2023)

Total Assets
$52.6M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2017 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,909,879
Expenses
$2,573,092
Net Income
$336,787
Net Assets
$52,575,971
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,319,905
45.4%
Investment Income $1,172,086
40.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $417,888
14.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,575,971
Total Liabilities $0
Net Assets $52,575,971
Compensation
Key Employees and Officers Compensation Related Other
Us Bank (Trustee) $6,833 $0 $0
Shawn Bunting (Vp, General Counsel Truste) $0 $0 $0
Michelle Mortensen (Vp, Corporate Secretary Tr) $0 $0 $0
Greg Milleman (Vp, Rates & Regulatory Aff) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 7, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,455,570
Expenses
$2,086,274
Net Income
$3,369,296
Net Assets
$47,331,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,123,770
20.6%
Investment Income $644,396
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,687,404
67.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,331,236
Total Liabilities $0
Net Assets $47,331,236
Compensation
Key Employees and Officers Compensation Related Other
Us Bank (Trustee) $5,721 $0 $0
Shawn Bunting (Vp, General Counsel Trustee) $0 $0 $0
Michelle Mortensen (Vp, Corporate Secretary Trustee) $0 $0 $0
Greg Milleman (Vp, Rates & Regulatory Affairs Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,895,421
Expenses
$950,000
Net Income
$2,945,421
Net Assets
$56,277,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $795,931
20.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,099,490
79.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,277,531
Total Liabilities $0
Net Assets $56,277,531
Compensation
Key Employees and Officers Compensation Related Other
Thomas Smegal (Vp, Cfo, Treasurer & Plan) $0 $0 $0
Ronald Webb (Vp, Hr & Ebfc Trustee) $0 $0 $0
David Healey (Vp, Controller & Ebfc Trus) $0 $0 $0
Us Bank (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,347,996
Expenses
$700,000
Net Income
$647,996
Net Assets
$48,975,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $860,466
63.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $487,530
36.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,975,351
Total Liabilities $0
Net Assets $48,975,351
Compensation
Key Employees and Officers Compensation Related Other
Thomas Smegal (Vp, Cfo, Treasurer & Plan Admin) $0 $0 $0
Ronald Webb (Vp, Hr & Ebfc Trustee) $0 $0 $0
David Healey (Vp, Controller & Ebfc Trustee) $0 $0 $0
Us Bank (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,350,540
Expenses
$550,000
Net Income
$1,800,540
Net Assets
$43,583,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,153,412
49.1%
Investment Income $947,459
40.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $249,669
10.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,583,287
Total Liabilities $0
Net Assets $43,583,287

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,346,896
Expenses
$550,000
Net Income
$796,896
Net Assets
$35,351,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $540,500
40.1%
Investment Income $744,349
55.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $62,047
4.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,351,001
Total Liabilities $0
Net Assets $35,351,001

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,083
Expenses
$0
Net Income
$80,083
Net Assets
$37,028,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $80,083
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,028,586
Total Liabilities $0
Net Assets $37,028,586

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated