WESTERN GROWERS ASSURANCE TRUST: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN GROWERS ASSURANCE TRUST (EIN 95-2500201)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-07
- IRS object ID
- 201841279349302314
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T19:24:01-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 Wilshire Blvd Suite 1100 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952500201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Growers Assurance Trust Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9498631000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15525 Sand Canyon Ave | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ward Kennedy | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 9498631000 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren A Haverlock | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2018-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Zanze | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15525 Sand Canyon Ave | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $251,028,969 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.wgat.com | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Western Growers Assurance Trust provides Western Growers' members with plans, options and prices for group healthcare benefit programs that are offered to its employees. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 218 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $1,868,233 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $517,732 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $210,218,568 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $223,896,442 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,451,408 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,868,233 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $925,472 | CYOtherRevenueAmt |
| PY Total Revenue | $212,669,976 | PYTotalRevenueAmt |
| CY Total Revenue | $226,690,147 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $176,250,512 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $183,256,963 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,295,138 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,971,697 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,805,216 | PYOtherExpensesAmt |
| CY Other Expenses | $25,428,008 | CYOtherExpensesAmt |
| PY Total Expenses | $213,350,866 | PYTotalExpensesAmt |
| CY Total Expenses | $222,656,668 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$680,890 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,033,479 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,943,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,735,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,611,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,916,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,331,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,819,131 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WESTERN GROWERS ASSOCIATION'S MISSION IS TO ENHANCE THE COMPETITIVENESS AND PROFITABILITY OF OUR MEMBERS, AND TO LEAD OUR MEMBERS AND THE FRESH PRODUCE INDUSTRY TOWARD A HEALTHY, SUSTAINABLE AND PROFITABLE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | It is Western Growers' vision to guide our members toward a healthy, sustainable and profitable future by offering quality services and programs that complement their businesses. Western Growers Assurance Trust provides Western Growers members with plans, options and prices for group healthcare benefit programs that are offered to its employees of which consist of growers, packers, shippers and processors of fresh fruit, vegetables and nuts. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5684 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 218 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD KENNEDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9498632383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15525 Sand Canyon Ave | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID GILL | |||||||||
| CHAIRMAN | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN D'ARRIGO | |||||||||
| VICE CHAIRMAN | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| TOM FINN | |||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS JOHNSTON | |||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MAULHARDT | |||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN F PATRICIO | |||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| RON RATTO | |||||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| John Wilkinson | |||||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS A NASSIF | |||||||||
| PRESIDENT/CEO | 20.00 | Yes (X) | $582,508 | $582,508 | $38,926 | 20.00 | |||
| DAVID ZANZE | |||||||||
| Executive VP | 24.00 | Yes (X) | $237,645 | $158,431 | $33,396 | 16.00 | |||
| WARD KENNEDY | |||||||||
| SENIOR VICE PRESIDENT/CFO | 12.00 | Yes (X) | $87,693 | $204,617 | $43,382 | 28.00 | |||
| PATRICIA BENKOWSKI | |||||||||
| VP of Insurance Operations | 28.00 | $156,563 | $67,098 | $29,262 | 12.00 | Yes (X) | |||
| JONATHAN ALEXANDER | |||||||||
| General Legal Counsel | 40.00 | $253,145 | $0 | $37,740 | Yes (X) | ||||
| LAWRENCE J LABRIOLA | |||||||||
| ASST. VP OF UNDERWRITING | 40.00 | $177,626 | $0 | $28,339 | Yes (X) | ||||
| Lesslie D WILLIAMS | |||||||||
| CHIEF INFORMATION OFFICER | 26.00 | $123,721 | $66,618 | $29,610 | 14.00 | Yes (X) | |||
| Robert Twidwell | |||||||||
| ASSISTANT VP ADMIN | 28.00 | $136,649 | $58,564 | $26,417 | 12.00 | Yes (X) | |||
| Candis Kliewer | |||||||||
| Director of Manager | 40.00 | $151,313 | $0 | $12,426 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,906,863 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,137,836 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $279,498 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Change Healthcare | |||||
| PO Box 572490 | Murray | UT | 84157 | Data Processing | $401,233 |
| Emdeon | |||||
| PO Box 572490 | Murray | UT | 84157 | Data Processing | $222,973 |
| Sir Speedy | |||||
| 40 Teslo Suite B | Irvine | CA | 92618 | Printing | $192,824 |
| Aerotek Professional Services | |||||
| 3689 Collection Ctr Dr | Chicago | IL | 60693 | Contract worker placement service | $164,646 |
| S & L International | |||||
| 150 East Colorado Blvd Suite 203 | Pasadena | CA | 91105 | Software maintenance services | $151,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTION | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $223,896,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,896,442 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $223,896,442 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,584,255 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,584,255 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,622,800 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,338,822 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,978 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,978 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $283,978 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Income Tax Refunds/Accruals | 900099 | $908,544 | $908,544 |
| Miscellaneous Revenue | 900099 | $16,928 | $16,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $925,472 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,690,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,896,442 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,868,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $925,472 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,256,963 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,346 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,766,766 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,558 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,012,279 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,345,748 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,284 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,361 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,853 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,057 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,964,690 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,968,202 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,897 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,313,395 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,781 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,590 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,253 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,819 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ACA Taxes & Fees | $1,973,318 |
| REPAIR AND MAINTENANCE | $400,842 |
| Federal & Income Tax | $338,468 |
| Misc expenses | $212,198 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,656,668 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,266 | BOYAmt |
| EOY | $4,322,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,371,016 | BOYAmt |
| EOY | $48,635,589 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,710 | BOYAmt |
| EOY | $292,135 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,172 | BOYAmt |
| EOY | $2,028,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,220,224 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,377,337 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,289,159 | BOYAmt |
| EOY | $1,842,887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,519,907 | BOYAmt |
| EOY | $45,435,441 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,313 | BOYAmt |
| EOY | $2,178,352 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,943,543 | BOYAmt |
| EOY | $104,735,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,339,327 | BOYAmt |
| EOY | $9,444,621 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,661 | BOYAmt |
| EOY | $208,520 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,096,915 | BOYAmt |
| EOY | $48,263,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,611,903 | BOYAmt |
| EOY | $57,916,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,331,640 | BOYAmt |
| EOY | $46,819,131 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,331,640 | BOYAmt |
| EOY | $46,819,131 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,943,543 | BOYAmt |
| EOY | $104,735,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,033,479 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,509,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,055,097 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,490 | DepreciationAmt |
| Book Value | $228,045 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,740,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,855,128 | DepreciationAmt |
| Book Value | $884,964 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,182,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $452,719 | DepreciationAmt |
| Book Value | $729,878 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,842,887 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PLAN BENEFIT OBLIGATIONS | $47,234,063 |
| DUE TO AFFILIATES | $1,029,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,263,608 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $230,290,712 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,509,109 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,509,109 | RevenueNotReportedAmt |
| Revenue Subtotal | $225,781,603 | RevenueSubtotalAmt |
| Other Revenues Not Included | $908,544 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $908,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $226,690,147 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $221,748,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$908,544 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$908,544 | ExpensesNotReportedAmt |
| Expenses Subtotal | $222,656,668 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $222,656,668 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The trust established under the Plan to hold the Plan's assets is intended to be qualified under Internal Revenue Code (IRC) Section 501(c)(9) and be exempt from federal income taxes under IRC Section 501(a). The Plan received a favorable tax exemption letter, dated December 6, 1974, from the Internal Revenue Service (IRS). Management of the Plan believes that the trust, as amended, continues to qualify and operate in accordance with applicable provisions of the IRC. The Plan has investments that potentially generate unrelated business income that is shown as interest and dividends and net (depreciation) appreciation in fair value of investments on the statements of changes in net assets available for benefits. Pursuant to section 511 of the IRC, the Plan has recorded tax on a portion of this income in the amount of approximately $30,000 and $940,000 as provision for income taxes in the statements of changes in net assets available for benefits for the years ended June 30, 2017 and 2016, respectively. The Plan filed amended returns for the fiscal years 2013, 2014 and 2015 and has received refunds in the amount of approximately $517,000 for a portion of prior years' taxes paid. The Plan's return for the fiscal year 2016 reflected an overpayment of approximately $722,000; $600,000 of which was received as a refund while approximately $122,000 was applied to the Plan's fiscal year 2017 liability. |
| Part XI, Line 4b - Other Adjustments: | Federal Income Tax Refund 908,544. |
| Part XII, Line 2d - Other Adjustments: | Federal Income Tax Refund -908,544. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS A NASSIF | ||||||||||||||
| PRESIDENT/CEO | $392,469 | $392,469 | $158,045 | $158,045 | $31,994 | $31,994 | $13,250 | $13,250 | $6,213 | $6,213 | $601,971 | $601,971 | $0 | $0 |
| DAVID ZANZE | ||||||||||||||
| Executive VP | $204,167 | $136,112 | $29,878 | $19,919 | $3,600 | $2,400 | $15,900 | $10,600 | $4,138 | $2,758 | $257,683 | $171,789 | $0 | $0 |
| WARD KENNEDY | ||||||||||||||
| SENIOR VICE PRESIDENT/CFO | $74,834 | $174,612 | $11,059 | $25,805 | $1,800 | $4,200 | $7,950 | $18,550 | $5,065 | $11,817 | $100,708 | $234,984 | $0 | $0 |
| PATRICIA BENKOWSKI | ||||||||||||||
| VP of Insurance Operations | $143,926 | $61,682 | $12,637 | $5,416 | $0 | $0 | $15,656 | $6,710 | $4,827 | $2,069 | $177,046 | $75,877 | $0 | $0 |
| JONATHAN ALEXANDER | ||||||||||||||
| General Legal Counsel | $232,357 | $0 | $20,788 | $0 | $0 | $0 | $25,314 | $0 | $12,426 | $0 | $290,885 | $0 | $0 | $0 |
| LAWRENCE J LABRIOLA | ||||||||||||||
| ASST. VP OF UNDERWRITING | $166,920 | $0 | $10,706 | $0 | $0 | $0 | $17,763 | $0 | $10,576 | $0 | $205,965 | $0 | $0 | $0 |
| Lesslie D WILLIAMS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $114,013 | $61,391 | $9,708 | $5,227 | $0 | $0 | $12,372 | $6,662 | $6,874 | $3,702 | $142,967 | $76,982 | $0 | $0 |
| Robert Twidwell | ||||||||||||||
| ASSISTANT VP ADMIN | $127,889 | $54,810 | $8,760 | $3,754 | $0 | $0 | $13,665 | $5,856 | $4,827 | $2,069 | $155,141 | $66,489 | $0 | $0 |
| Candis Kliewer | ||||||||||||||
| Director of Manager | $151,313 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,426 | $0 | $163,739 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1A: | FIRST CLASS OR CHARTER TRAVEL The CEO is permitted to fly first class on longer business trips and charter airplane travel when circumstances dictate, usually for travel into rural areas of California and Arizona. This is not treated as taxable compensation. HEALTH AND SOCIAL CLUB DUES CERTAIN EMPLOYEES HAVE ACCESS TO SOCIAL CLUB MEMBERSHIPS FOR THE BUSINESS PURPOSE OF CULTIVATING MEMBER/TRUSTEE AND OTHER BUSINESS RELATIONSHIPS. FOR THIS FISCAL YEAR, SOCIAL CLUB DUES OF $7,475 WERE PAID TO SOCIAL CLUBS WHERE THE CEO WAS A MEMBER. THIS WAS DETERMINED TO BE NON-TAXABLE BENEFITS SINCE IT HAD A BONA FIDE BUSINESS PURPOSE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PRESIDENT IS PROVIDED A SECONDARY RESIDENCE FOR HIS PERSONAL USE WHILE WORKING AT THE COMPANY HEADQUARTERS IN IRVINE, CALIFORNIA. THE FAIR MARKET VALUE OF THIS BENEFIT IS REPORTED AS TAXABLE COMPENSATION ON HIS W-2. Tax Indemnification and gross up payments The president received gross up payments on housing benefit and life insurance policy. The value is included in W2 as taxable compensation. |
| Schedule J, Part I, Line 4: | RELATED ORGANIZATION COMPENSATION PRACTICES FOR CEO COMPENSATION FOR THE CEO IS DETERMINED BY A RELATED ORGANIZATION USING THE FOLLOWING METHODS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE WESTERN GROWERS ASSURANCE TRUST BOARD OF TRUSTEES AND THE WESTERN GROWERS COMPENSATION COMMITTEE REVIEW CERTAIN PARTS OF FORM 990. THE ORGANIZATION'S CFO WORKS CLOSELY WITH THE OUTSIDE TAX FIRM IT ENGAGES TO PREPARE AND REVIEW THE FORM 990 RETURN PRIOR TO SUBMITTING A DRAFT TO THE TRUSTEES OR THE WESTERN GROWERS COMPENSATION COMMITTEE. |
| Form 990, Part VI, Section B, line 12c | THE BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OR INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE FORM. THE BOARD OF TRUSTEES HAS DIRECTED IN-HOUSE COUNSEL TO REVIEW THE COMPLETED FORMS TO ASSESS WHETHER ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; AND (5) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| Form 990, Part VI, Section B, line 15a | THE BOARD APPOINTS A COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE CEO, AND REVIEWING THE REASONABLENESS OF MANAGEMENT'S RATIONALE AND BASIS FOR THE OTHER OFFICERS OR KEY EMPLOYEES. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE ALSO HIRES A QUALIFIED INDEPENDENT COMPENSATION AND BENEFITS SPECIALIST (INDEPENDENT EXPERT) TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES INCLUDING THE TERMS OF THE TRANSACTION AND DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR DELIBERATORS AND WHO VOTES, AND THE DESCRIPTION OF THE COMPARABILITY DATA AND HOW OBTAINED. THESE PROCEDURES ARE CARRIED OUT PERIODICALLY AND WERE PERFORMED. THE PRESIDENT/CEO'S 2016 COMPENSATION WAS APPROVED AT A BOARD MEETING ON JULY 27, 2016. |
| Form 990, Part VI, Section C, line 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, line 9: | Change in claim obligations -6,055,097. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN GROWERS ASSOCIATION | |||||||||||
| 15525 SAND CANYON AVENUE | Irvine | CA | 92618 | 951362030 | MEMBER SERV. | CA | 501(C)(6) | n/a | N/A | 0 | |
| WESTERN GROWERS FOUNDATION | |||||||||||
| 15525 SAND CANYON AVENUE | IRVINE | CA | 92618 | 931201791 | FUNDRAISING | CA | 501(C)(3) | Line 7 | 0 | Western Growers Association | |
| WESTERN GROWERS PAC- CA | |||||||||||
| 15525 SAND CANYON AVENUE | IRVINE | CA | 92618 | 330723238 | PAC | CA | 527 | N/A | 0 | Western Growers Association | |
| WESTERN GROWERS PAC- AZ | |||||||||||
| 15525 SAND CANYON AVENUE | IRVINE | CA | 92618 | 330723241 | PAC | CA | 527 | N/A | 0 | Western Growers Association | |
| WESTERN GROWERS PAC - FED | |||||||||||
| 15525 SAND CANYON AVENUE | IRVINE | CA | 92618 | 330723234 | PAC | CA | 527 | N/A | 0 | Western Growers Association | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN GROWERS SERVICE CORP | |||||||||||
| 15525 Sand Canyon | irvine | CA | 92618 | 330783743 | dp/adm/insur | CA | Western Growers Association | C | -$1,765,876 | $6,058,332 | 0 |
| PINNACLE CLAIMS MANAGEMENT INC | |||||||||||
| 15525 Sand Canyon | IRVINE | CA | 92618 | 330812456 | ADMIN SVCS | CA | Western Growers Association | C | $4,232,256 | $22,221,187 | 0 |
| WESTERN GROWERS FINANCIAL SERVICES | |||||||||||
| 15525 Sand Canyon | IRVINE | CA | 92618 | 912038676 | ADVISORY SVCS | CA | Western Growers Association | C | $205,511 | $855,800 | 0 |
| Western Growers Insurance Services | |||||||||||
| 15525 Sand Canyon | IRVINE | CA | 92618 | 463215026 | Insurance Brokerage Agency | CA | Western Growers Association | C | $2,136,594 | $2,432,840 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |