{"success":true,"data":{"_id":956995453,"filings":[{"Organization":{"value":null,"Person":["BARBAREE HARDY","BARBARA VOLZ","JOHN W FALLON","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Treasurer","Chairman","Vice Chairman","Trustee"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2013,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":77629390,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":76559702,"Total revenue":{"value":76559702,"EMPLOYEE CONTRIBUTIONS":364462,"EMPLOYER CONTRIBUTIONS":76195240},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1069688,"Investment income total":397857,"Net investment gain":671831,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":74745797,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":73082845,"Benefits paid to members Total":73082845},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1662952,"Management services":78066,"Legal":6000,"Accounting":18059,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":6895,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1545013,"INSURANCE BROKERS FEES":1261972,"ADMINISTRATION FEES":149763,"MARKETING EXPENSE":105465,"BUILDING EXPENSE":27813},"All other expenses":8919},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":22280538,"Non-interest bearing cash":0,"Savings and temp cash investments":7277694,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":24509,"Land, building, equipment":3597131,"Investments publicly traded":11381204,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":6343170,"Sum of Total Liabilities":0,"Accounts payable, accrued":222880,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":6120290},"Fund balance":{"value":15937368,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03714563517760477,"percentile":0.4953079261961094},"Liabilities to Assets Ratio":{"score":0.28469554909311434,"percentile":0.20838679651870678},"Operating Reserve Ratio":{"score":0.2980841584979019,"percentile":0.16184358983634445},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5207625816498123,"percentile":0.37550583625294304}},"source_xml":"201443219349306469_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0],"Direct compensation":[0,0,0,0],"Other compensation":[0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2014,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":4,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":87603024,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":86882950,"Total revenue":{"value":86882950,"EMPLOYEE CONTRIBUTIONS":329626,"EMPLOYER CONTRIBUTIONS":86553324},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":634366,"Investment income total":667456,"Net investment gain":-33090,"Income from invest bond proceeds":0},"Other revenues":{"value":85708,"Other total":0,"Royalties revenue":0,"Net rental income":85708,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":85294366,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":83396951,"Benefits paid to members Total":83396951},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1897415,"Management services":0,"Legal":8250,"Accounting":18660,"Lobbying services":0,"Investment management fees":85239,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":73136,"Insurance":6394,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1685287,"INSURANCE BROKERS FEES":1417901,"ADMINISTRATION FEES":128058,"BUILDING EXPENSE":82331,"MARKETING EXPENSE":56997},"All other expenses":20449},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":25425239,"Non-interest bearing cash":0,"Savings and temp cash investments":8054258,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":25504,"Land, building, equipment":4217999,"Investments publicly traded":13127478,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":7214941,"Sum of Total Liabilities":0,"Accounts payable, accrued":145854,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7069087},"Fund balance":{"value":18210298,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.026353633637121933,"percentile":0.4686717839092388},"Liabilities to Assets Ratio":{"score":0.28377082315725727,"percentile":0.20879668093990328},"Operating Reserve Ratio":{"score":0.2980881410150818,"percentile":0.16184480238403043},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5143515066585437,"percentile":0.35852053732684075}},"source_xml":"201543209349307639_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2024,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"3018 E COLORADO BLVD 200, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":250271,"Net unrelated business taxable income":109297,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":143394341,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":141274191,"Total revenue":{"value":141274191,"EMPLOYEE CONTRIBUTIONS":344965,"EMPLOYER CONTRIBUTIONS":140929226},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1869879,"Investment income total":2016004,"Net investment gain":-146125,"Income from invest bond proceeds":0},"Other revenues":{"value":250271,"Other total":0,"Royalties revenue":0,"Net rental income":250271,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":143225387,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":141243682,"Benefits paid to members Total":141243682},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1981705,"Management services":0,"Legal":7500,"Accounting":24012,"Lobbying services":0,"Investment management fees":267658,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76905,"Insurance":24451,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1570158,"INSURANCE BROKERS FEES":1261825,"BUILDING EXPENSE":170661,"ADMINISTRATION FEES":109632,"OFFICE SUPPLIES AND EXPENSES":28040},"All other expenses":11021},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":56440736,"Non-interest bearing cash":0,"Savings and temp cash investments":15278623,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":3519997,"Investments publicly traded":37641116,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":11719956,"Sum of Total Liabilities":0,"Accounts payable, accrued":297716,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":11422240},"Fund balance":{"value":44720780,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0011782473340422827,"percentile":0.39857671553407104},"Liabilities to Assets Ratio":{"score":0.20765065855980333,"percentile":0.24667258243982218},"Operating Reserve Ratio":{"score":0.39406935587473746,"percentile":0.20540052572025838},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04115795551012386,"percentile":0.5676082232993481},"Asset Growth":{"score":0.08248301725024285,"percentile":0.6359697288374233},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5195498658928644,"percentile":0.37227868345284754}},"source_xml":"202532979349302013_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2019,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":225209,"Net unrelated business taxable income":95756,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":129612633,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":128442387,"Total revenue":{"value":128442387,"EMPLOYEE CONTRIBUTIONS":358079,"EMPLOYER CONTRIBUTIONS":128084308},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":945037,"Investment income total":1191792,"Net investment gain":-246755,"Income from invest bond proceeds":0},"Other revenues":{"value":225209,"Other total":0,"Royalties revenue":0,"Net rental income":225209,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":126313296,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":123957361,"Benefits paid to members Total":123957361},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2355935,"Management services":0,"Legal":10425,"Accounting":26358,"Lobbying services":0,"Investment management fees":212720,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76687,"Insurance":16628,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2009147,"INSURANCE BROKERS FEES":1689501,"BUILDING EXPENSE":156597,"ADMINISTRATION FEES":109632,"OFFICE SUPPLIES AND EXPENSES":53417},"All other expenses":3970},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":43666309,"Non-interest bearing cash":0,"Savings and temp cash investments":13330376,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":88290,"Land, building, equipment":3380000,"Investments publicly traded":26867643,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":10414816,"Sum of Total Liabilities":0,"Accounts payable, accrued":185519,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":10229297},"Fund balance":{"value":33251493,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.025455365913290257,"percentile":0.46641200698068896},"Liabilities to Assets Ratio":{"score":0.23850919023176426,"percentile":0.23019445031651845},"Operating Reserve Ratio":{"score":0.34569843700381314,"percentile":0.18372098146034796},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.08279849951489686,"percentile":0.720559172261105},"Asset Growth":{"score":0.10788581566562205,"percentile":0.7017828450889264},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5512753880626613,"percentile":0.4611006796879359}},"source_xml":"202043089349301039_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2023,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"3018 E COLORADO BLVD 200, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":282495,"Net unrelated business taxable income":99816,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":123311500,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":122137325,"Total revenue":{"value":122137325,"EMPLOYEE CONTRIBUTIONS":321951,"EMPLOYER CONTRIBUTIONS":121815374},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":891680,"Investment income total":1500308,"Net investment gain":-608628,"Income from invest bond proceeds":0},"Other revenues":{"value":282495,"Other total":0,"Royalties revenue":0,"Net rental income":282495,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":123260755,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":120980261,"Benefits paid to members Total":120980261},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2280494,"Management services":0,"Legal":15000,"Accounting":28044,"Lobbying services":0,"Investment management fees":239420,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":127,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76463,"Insurance":20031,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1839567,"INSURANCE BROKERS FEES":1516075,"BUILDING EXPENSE":179234,"ADMINISTRATION FEES":109632,"TRAINING":34626},"All other expenses":61842},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":52765236,"Non-interest bearing cash":0,"Savings and temp cash investments":13992437,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":3060000,"Investments publicly traded":35711799,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":10142065,"Sum of Total Liabilities":0,"Accounts payable, accrued":299616,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9842449},"Fund balance":{"value":42623171,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.00041151879589494894,"percentile":0.3958901733738849},"Liabilities to Assets Ratio":{"score":0.19221111794136578,"percentile":0.2556525540244464},"Operating Reserve Ratio":{"score":0.42807815025958584,"percentile":0.22033385883802767},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.040587770035574094,"percentile":0.5650070509660118},"Asset Growth":{"score":0.088230133732462,"percentile":0.652301611488306},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.521418111568823,"percentile":0.37726190173832685}},"source_xml":"202413069349302021_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2017,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":79715,"Net unrelated business taxable income":78715,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":114709109,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":113668993,"Total revenue":{"value":113668993,"EMPLOYEE CONTRIBUTIONS":258806,"EMPLOYER CONTRIBUTIONS":113410187},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":837753,"Investment income total":749443,"Net investment gain":88310,"Income from invest bond proceeds":0},"Other revenues":{"value":202363,"Other total":0,"Royalties revenue":0,"Net rental income":202363,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":111747205,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":109482167,"Benefits paid to members Total":109482167},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2265038,"Management services":0,"Legal":10565,"Accounting":26869,"Lobbying services":0,"Investment management fees":151796,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76905,"Insurance":5961,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1976695,"INSURANCE BROKERS FEES":1670677,"BUILDING EXPENSE":146217,"ADMINISTRATION FEES":107915,"OFFICE SUPPLIES AND EXPENSES":51886},"All other expenses":16247},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":34792925,"Non-interest bearing cash":0,"Savings and temp cash investments":11267838,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":3130659,"Investments publicly traded":20393428,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":9177837,"Sum of Total Liabilities":0,"Accounts payable, accrued":148836,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9029001},"Fund balance":{"value":25615088,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.02582100084135428,"percentile":0.4673336079250344},"Liabilities to Assets Ratio":{"score":0.2637845768931471,"percentile":0.2178753853036463},"Operating Reserve Ratio":{"score":0.3113538723406997,"percentile":0.16798130413141268},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.09698964934876085,"percentile":0.7569853837688079},"Asset Growth":{"score":0.10602043742950715,"percentile":0.6975014487666489},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5531891615680796,"percentile":0.4667216491216773}},"source_xml":"201843039349300994_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2015,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":18010,"Net unrelated business taxable income":17010,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":98034722,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":97347881,"Total revenue":{"value":97347881,"EMPLOYEE CONTRIBUTIONS":444381,"EMPLOYER CONTRIBUTIONS":96903500},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":538103,"Investment income total":646823,"Net investment gain":-108720,"Income from invest bond proceeds":0},"Other revenues":{"value":148738,"Other total":0,"Royalties revenue":0,"Net rental income":148738,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":95918495,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":93743141,"Benefits paid to members Total":93743141},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2175354,"Management services":0,"Legal":10125,"Accounting":20276,"Lobbying services":0,"Investment management fees":116202,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":77427,"Insurance":6956,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1931128,"INSURANCE BROKERS FEES":1510100,"BUILDING EXPENSE":165631,"ADMINISTRATION FEES":141699,"MARKETING EXPENSE":113698},"All other expenses":13240},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":27532466,"Non-interest bearing cash":0,"Savings and temp cash investments":9477240,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":11904,"Land, building, equipment":4243800,"Investments publicly traded":13799522,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":7932729,"Sum of Total Liabilities":0,"Accounts payable, accrued":126647,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7806082},"Fund balance":{"value":19599737,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.021586504830400803,"percentile":0.4564553743988551},"Liabilities to Assets Ratio":{"score":0.28812272028230235,"percentile":0.20687835629997067},"Operating Reserve Ratio":{"score":0.28704022097093995,"percentile":0.15669329354021283},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.11626213003661802,"percentile":0.7972423821710368},"Asset Growth":{"score":0.10470595385912987,"percentile":0.6944219610314714},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5536166262037447,"percentile":0.467996751448839}},"source_xml":"201623209349316397_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2022,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"3018 E COLORADO BLVD 200, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":243366,"Net unrelated business taxable income":104893,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":122437305,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":120364505,"Total revenue":{"value":120364505,"EMPLOYEE CONTRIBUTIONS":312884,"EMPLOYER CONTRIBUTIONS":120051621},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1829434,"Investment income total":1689341,"Net investment gain":140093,"Income from invest bond proceeds":0},"Other revenues":{"value":243366,"Other total":0,"Royalties revenue":0,"Net rental income":243366,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":120196750,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":118023614,"Benefits paid to members Total":118023614},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2173136,"Management services":0,"Legal":15750,"Accounting":21018,"Lobbying services":0,"Investment management fees":237125,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76460,"Insurance":29594,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1782074,"INSURANCE BROKERS FEES":1460882,"BUILDING EXPENSE":179038,"ADMINISTRATION FEES":109632,"OFFICE SUPPLIES AND EXPENSES":32522},"All other expenses":11115},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":50899208,"Non-interest bearing cash":0,"Savings and temp cash investments":13425350,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":5043000,"Investments publicly traded":32429858,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":9391913,"Sum of Total Liabilities":0,"Accounts payable, accrued":280370,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9111543},"Fund balance":{"value":41507295,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.018299610563953527,"percentile":0.44781449937931544},"Liabilities to Assets Ratio":{"score":0.1845198259273504,"percentile":0.26044416640856854},"Operating Reserve Ratio":{"score":0.42346575926553753,"percentile":0.21830991465887295},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04985427283134909,"percentile":0.6057374733716496},"Asset Growth":{"score":0.0974602952647386,"percentile":0.6767336907565183},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5379608716580558,"percentile":0.4226162275969661}},"source_xml":"202323149349301732_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2020,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"3018 E COLORADO BLVD 200, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":222347,"Net unrelated business taxable income":94965,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":122188565,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":120563155,"Total revenue":{"value":120563155,"EMPLOYEE CONTRIBUTIONS":277672,"EMPLOYER CONTRIBUTIONS":120285483},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1403063,"Investment income total":1219942,"Net investment gain":183121,"Income from invest bond proceeds":0},"Other revenues":{"value":222347,"Other total":0,"Royalties revenue":0,"Net rental income":222347,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":118158192,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":115982811,"Benefits paid to members Total":115982811},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2175381,"Management services":0,"Legal":8925,"Accounting":22099,"Lobbying services":0,"Investment management fees":219810,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76459,"Insurance":17149,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1820325,"INSURANCE BROKERS FEES":1536232,"BUILDING EXPENSE":150508,"ADMINISTRATION FEES":104149,"OFFICE SUPPLIES AND EXPENSES":29436},"All other expenses":10614},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":48800002,"Non-interest bearing cash":0,"Savings and temp cash investments":12733897,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":3900000,"Investments publicly traded":32165105,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":9510984,"Sum of Total Liabilities":0,"Accounts payable, accrued":145560,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9365424},"Fund balance":{"value":39289018,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.032984862372350474,"percentile":0.4851998673644638},"Liabilities to Assets Ratio":{"score":0.19489720512716371,"percentile":0.2540605391711035},"Operating Reserve Ratio":{"score":0.41300565939600703,"percentile":0.2137311325053923},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.06701144591138326,"percentile":0.6713328747475749},"Asset Growth":{"score":0.10977623407642267,"percentile":0.7060704093582335},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5536597420159022,"percentile":0.4681217418745724}},"source_xml":"202123169349311337_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2018,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":83443,"Net unrelated business taxable income":82443,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":123647273,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":122200014,"Total revenue":{"value":122200014,"EMPLOYEE CONTRIBUTIONS":385151,"EMPLOYER CONTRIBUTIONS":121814863},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1238913,"Investment income total":996473,"Net investment gain":242440,"Income from invest bond proceeds":0},"Other revenues":{"value":208346,"Other total":0,"Royalties revenue":0,"Net rental income":208346,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":120167231,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":117907280,"Benefits paid to members Total":117907280},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2259951,"Management services":0,"Legal":9000,"Accounting":19861,"Lobbying services":0,"Investment management fees":185584,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76911,"Insurance":17557,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1946745,"INSURANCE BROKERS FEES":1689273,"BUILDING EXPENSE":141400,"ADMINISTRATION FEES":109632,"OFFICE SUPPLIES AND EXPENSES":6440},"All other expenses":4293},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":37461624,"Non-interest bearing cash":0,"Savings and temp cash investments":12134801,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":3464221,"Investments publicly traded":21861602,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":9942543,"Sum of Total Liabilities":0,"Accounts payable, accrued":153337,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9789206},"Fund balance":{"value":27519081,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.028144915092466295,"percentile":0.47320580783866234},"Liabilities to Assets Ratio":{"score":0.26540608597214044,"percentile":0.21712853942674357},"Operating Reserve Ratio":{"score":0.31174575371550334,"percentile":0.16815914445868738},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.09032397287410363,"percentile":0.74072322725668},"Asset Growth":{"score":0.10288364128156086,"percentile":0.6901038373882445},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5520978637276428,"percentile":0.4635364931046282}},"source_xml":"201923189349313592_public.xml"},{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2016,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"3018 E COLORADO BLVD, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":91612,"Net unrelated business taxable income":90612,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":107643827,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":107045933,"Total revenue":{"value":107045933,"EMPLOYEE CONTRIBUTIONS":314710,"EMPLOYER CONTRIBUTIONS":106731223},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":386657,"Investment income total":518788,"Net investment gain":-132131,"Income from invest bond proceeds":0},"Other revenues":{"value":211237,"Other total":0,"Royalties revenue":0,"Net rental income":211237,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":105280753,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":102984376,"Benefits paid to members Total":102984376},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2296377,"Management services":0,"Legal":7800,"Accounting":21876,"Lobbying services":0,"Investment management fees":126306,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":77208,"Insurance":8253,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2032291,"INSURANCE BROKERS FEES":1587614,"MARKETING EXPENSE":175233,"ADMINISTRATION FEES":137056,"BUILDING EXPENSE":132388},"All other expenses":22643},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":30117768,"Non-interest bearing cash":0,"Savings and temp cash investments":11170419,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":8497,"Land, building, equipment":3131098,"Investments publicly traded":15807754,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":8675790,"Sum of Total Liabilities":0,"Accounts payable, accrued":190852,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":8484938},"Fund balance":{"value":21441978,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.021952712625128053,"percentile":0.4574130486220925},"Liabilities to Assets Ratio":{"score":0.288062183094046,"percentile":0.2069092871083668},"Operating Reserve Ratio":{"score":0.28607097823473965,"percentile":0.1562377797928524},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.10835485496286072,"percentile":0.7819791475064329},"Asset Growth":{"score":0.09726608574806425,"percentile":0.6762399746329161},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5509396447283331,"percentile":0.46007935792118326}},"source_xml":"201703199349312810_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["BARBAREE HARDY","RAY CASTELLANOS","BARBARA VOLZ","LISA ANDRES","NELSON MANABAT"],"Title":["Secretary","Trustee","Treasurer","Vice Chairman","Chairman"],"Hours":[0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.","year":2024,"name":"CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES BENEFIT TRUST","phone":6262430340,"website":"WWW.CAPEUNION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1995,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"3018 E COLORADO BLVD 200, PASADENA, CA, 91107, USA","city":"PASADENA","state":"CA","country":"USA","zip_code":91107},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":250271,"Net unrelated business taxable income":109297,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":143394341,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":141274191,"Total revenue":{"value":141274191,"EMPLOYEE CONTRIBUTIONS":344965,"EMPLOYER CONTRIBUTIONS":140929226},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1869879,"Investment income total":2016004,"Net investment gain":-146125,"Income from invest bond proceeds":0},"Other revenues":{"value":250271,"Other total":0,"Royalties revenue":0,"Net rental income":250271,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":143225387,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":141243682,"Benefits paid to members Total":141243682},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1981705,"Management services":0,"Legal":7500,"Accounting":24012,"Lobbying services":0,"Investment management fees":267658,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":76905,"Insurance":24451,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1570158,"INSURANCE BROKERS FEES":1261825,"BUILDING EXPENSE":170661,"ADMINISTRATION FEES":109632,"OFFICE SUPPLIES AND EXPENSES":28040},"All other expenses":11021},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":56440736,"Non-interest bearing cash":0,"Savings and temp cash investments":15278623,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1000,"Land, building, equipment":3519997,"Investments publicly traded":37641116,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":11719956,"Sum of Total Liabilities":0,"Accounts payable, accrued":297716,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":11422240},"Fund balance":{"value":44720780,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0011782473340422827,"percentile":0.39857671553407104},"Liabilities to Assets Ratio":{"score":0.20765065855980333,"percentile":0.24667258243982218},"Operating Reserve Ratio":{"score":0.39406935587473746,"percentile":0.20540052572025838},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04115795551012386,"percentile":0.5676082232993481},"Asset Growth":{"score":0.08248301725024285,"percentile":0.6359697288374233},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5195498658928644,"percentile":0.37227868345284754}},"source_xml":"202532979349302013_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}