WESTERN GROWERS ASSURANCE TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN GROWERS ASSURANCE TRUST (EIN 95-2500201)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-03
- IRS object ID
- 201311239349300741
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-03T13:06:10-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S Grand Ave Suite 2000 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952500201 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Growers Assurance Trust Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % WARD KENNEDY | InCareOfName |
| Name Control | WEST | NameControl |
| Phone | 9498631000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17620 Fitch Street | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ward kennedy | Name |
| Title | CFO | Title |
| Date Signed | 2013-03-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dave Zanze | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17620 fitch STREET | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 173534730 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wga.com | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Western Growers Assurance Trust provides Western Growers members with plans, options and prices for group healthcare benefit programs that are offered to its employees. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 167 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 442779 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2582 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 112279016 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 118306603 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2242793 | InvestmentIncomePriorYear |
| Investment Income Current Year | 834035 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30403 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26033 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 114552212 | TotalRevenuePriorYear |
| Total Revenue Current Year | 119166671 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 78982575 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 88062215 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8782838 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8470988 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13410365 | OtherExpensePriorYear |
| Other Expenses Current Year | 14297438 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 101175778 | TotalExpensesPriorYear |
| Total Expenses Current Year | 110830641 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13376434 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8336030 | RevenuesLessExpensesCY |
| Total Assets BOY | 68261340 | TotalAssetsBOY |
| Total Assets EOY | 76607080 | TotalAssetsEOY |
| Total Liabilities BOY | 21770821 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23029436 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46490519 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 53577644 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | 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. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 18106 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 167 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WARD KENNEDY | NamePerson |
| Telephone Number | 9498632383 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17620 FITCH STREET | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DAVID GILL | |||||||||
| CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN D'ARRIGO | |||||||||
| VICE CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||||
| RICK STACEY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| STEPHEN F PATRICIO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| EDWIN CAMP | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| TOM FINN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN MAULHARDT | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DENNIS JOHNSTON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BILL CHANEY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| THOMAS A NASSIF | |||||||||
| PRESIDENT/CEO | 20.0 | 346174 | 346174 | 34910 | X | ||||
| DAVID ZANZE | |||||||||
| senior vice president | 12.0 | 203276 | 87119 | 29990 | X | ||||
| WARD W KENNEDY | |||||||||
| senior vice president/CFO | 26.0 | 81451 | 151267 | 36427 | X | ||||
| PATRICIA BENKOWSKI | |||||||||
| Vice President Operations | 12.0 | 105242 | 45104 | 20524 | X | ||||
| LAWRENCE J LABRIOLA | |||||||||
| ASST. VP OF UNDERWRITING | 40.0 | 137973 | 0 | 27552 | X | ||||
| LESSLIE D WILLIAMS | |||||||||
| Chief Information Officer | 10.0 | 105148 | 35049 | 27739 | X | ||||
| JONATHAN ALEXANDER | |||||||||
| COMPLIANCE COUNSEL | 40.0 | 109391 | 0 | 21412 | X | ||||
| STEPHEN MANGAPIT | |||||||||
| DIRECTOR OF ADMINISTRATION | 40.0 | 111430 | 0 | 5490 | X | ||||
| MARGARET ANN DOHERTY | |||||||||
| Director of Claims Operations | 40.0 | 116902 | 0 | 5490 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1316987 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 664713 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 209534 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA- PO | ||||||||||
| PO BOX 629 | WOODLAND HILLS | CA | 91365 | health network | 2511892 | |||||
| ANTHEM BLUE CROSS | ||||||||||
| 21555 OXNARD STREET CAAC-010E | WOODLAND HILLS | CA | 91367 | HEALTH NETWORK | 1278630 | |||||
| VISION SERVICE PLAN | ||||||||||
| PO BOX 45210 | SAN FRANCISCO | CA | 94145 | vision network | 651059 | |||||
| DR RAUL PAYAN RUIZ-SERVICIOS MEDICO | ||||||||||
| health service | 714590 | AV JUAREZ Y CALLE MORELOS 311 | SENIORA | SONORA | MX | 83400 | ||||
| AMERICAN HEALTH CARE INC | ||||||||||
| 2217 PLAZA DR SUITE 100 | ROCKLIN | CA | 95765 | PRESCRIPTION SERVICE | 10328577 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 29 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYER CONTRIBUTION | Description |
| Business Code | 525920 | BusinessCode |
| Total Revenue Column | 118306603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 118306603 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 118306603 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 695115 | TotalRevenueColumn |
| Unrelated Business Revenue | 303859 | UnrelatedBusinessRevenue |
| Exclusion | $391,256 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54506979 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54368059 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138920 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138920 | TotalRevenueColumn |
| Unrelated Business Revenue | 138920 | UnrelatedBusinessRevenue |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIELD SERVICE REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 26033 | TotalRevenueColumn |
| Exclusion | $26,033 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 26033 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119166671 | TotalRevenueColumn |
| Related Or Exempt Function Income | 118306603 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 442779 | UnrelatedBusinessRevenue |
| Exclusion | $417,289 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88062215 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223723 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4158835 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635129 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1589107 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864194 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605775 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16061 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84307 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394367 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9956649 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707753 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1010689 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119170 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34622 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354697 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149198 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| REPAIR AND MAINTENANCE | 253150 |
| BANK SERVICE CHARGES | 117021 |
| DUES & SUBSCRIPTIONS | 110807 |
| POSTAGE AND SHIPPING | 319249 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63923 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110830641 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2040040 | BOY |
| EOY | 1264237 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26887570 | BOY |
| EOY | 47047148 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653500 | BOY |
| EOY | 677335 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621458 | BOY |
| EOY | 1749531 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3792126 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2888991 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1061605 | BOY |
| EOY | 903135 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34816524 | BOY |
| EOY | 23700751 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180643 | BOY |
| EOY | 1264943 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68261340 | BOY |
| EOY | 76607080 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21465029 | BOY |
| EOY | 22630436 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17348 | BOY |
| EOY | 41569 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288444 | BOY |
| EOY | 357431 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21770821 | BOY |
| EOY | 23029436 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46490519 | BOY |
| EOY | 53577644 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46490519 | BOY |
| EOY | 53577644 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68261340 | BOY |
| EOY | 76607080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8336030 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1248905 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 417692 | OtherCostOrOtherBasis |
| Depreciation | 284130 | Depreciation |
| Book Value | 133562 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2567937 | OtherCostOrOtherBasis |
| Depreciation | 2029157 | Depreciation |
| Book Value | 538780 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 806497 | OtherCostOrOtherBasis |
| Depreciation | 575704 | Depreciation |
| Book Value | 230793 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 903135 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $357,431 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 357431 | TotalOfAmounts |
| Total Revenue | 119166671 | TotalRevenue |
| Total Expenses | 110830641 | TotalExpenses |
| Excess Or Deficit For Year | 8336030 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 55142 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 55142 | TotalAdjustments |
| Excess Or Deficit Per FS | 8391172 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 122109394 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 55142 | NetUnrealizedGainsInvestments |
| Other Revenues | 2894536 | OtherRevenues |
| Revenue Not Rptd F990 | 2949678 | RevenueNotRptdF990 |
| Revenue Subtotal | 119159716 | RevenueSubtotal |
| Investment Expenses Not Included | 6955 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6955 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 119166671 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 113718222 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2894536 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2894536 | ExpensesNotRptdF990 |
| Expenses Subtotal | 110823686 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 6955 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 6955 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 110830641 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ASC 740 FOOTNOTE | SCHEDULE D, 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). THERE IS NO FIN 48 FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| revenue on book but not on return | Part XII, Line 2d | reimbursement of cost (salaries & wages)- reclass $ 2,894,536 |
| expense on book but not on return | Part XIII, Line 2d | reimbursement of cost (salaries & wages)- reclass $ 2,894,536 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS A NASSIF | |||||||||||||
| 240340 | 240340 | 75621 | 75621 | 30213 | 30213 | 12250 | 12250 | 5205 | 5205 | 363629 | 363629 | 0 | 0 |
| DAVID ZANZE | |||||||||||||
| 175163 | 75070 | 23913 | 10249 | 4200 | 1800 | 17150 | 7350 | 3843 | 1647 | 224269 | 96116 | 0 | 0 |
| WARD W KENNEDY | |||||||||||||
| 69801 | 129630 | 9550 | 17737 | 2100 | 3900 | 7935 | 14737 | 4814 | 8941 | 94200 | 174945 | 0 | 0 |
| PATRICIA BENKOWSKI | |||||||||||||
| 97104 | 41616 | 8138 | 3488 | 0 | 0 | 10524 | 4510 | 3843 | 1647 | 119609 | 51261 | 0 | 0 |
| LAWRENCE J LABRIOLA | |||||||||||||
| 137973 | 0 | 0 | 0 | 0 | 0 | 13797 | 0 | 13755 | 0 | 165525 | 0 | 0 | 0 |
| LESSLIE D WILLIAMS | |||||||||||||
| 105148 | 35049 | 0 | 0 | 0 | 0 | 10488 | 3496 | 10316 | 3439 | 125952 | 41984 | 0 | 0 |
| MARGARET ANN DOHERTY | |||||||||||||
| 116902 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5490 | 0 | 122392 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIRST CLASS CHARTER TRAVEL | SCHEDULE J, PART I, LINE 1A | 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 CA and AZ. THESE BENEFITS WERE NOT TREATED AS TAXABLE COMPENSATION TO THE CEO. |
| RELATED ORGANIZATION COMPENSATION PRACTICES FOR CEO | SCHEDULE J, PART I, LINE 4 | 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
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 REVIEW | FORM 990, Part VI, Section A, line 10 | 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. |
| WRITTEN CONFLICT OF INTEREST POLICY | 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 (6) the transaction or action must be approved by a majority of disinterested persons. |
| PROCESS FOR DETERMINING COMPENSATION | 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 ANNUALLY AND WERE PERFORMED. THE PRESIDENT/CEO'S 2011 COMPENSATION WAS APPROVED AT A BOARD MEETING ON JULY 27, 2011. |
| INFORMATION AVAILABLE TO THE PUBLIC | 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. |
| EXPLANATION FOR OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | CHANGE IN ACTUARIAL PLAN BENEFIT OBLIGATIONS $ (1,304,047) NET UNREALIZED GAINS ON INVESTMENTS $ 55,142 ---------------- TOTAL $ (1,248,905) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:THOMAS A NASSIF TITLE:PRESIDENT/CEO HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID ZANZE TITLE:senior vice president HOURS:28 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WARD W KENNEDY TITLE:senior vice president/CFO HOURS:14 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PATRICIA BENKOWSKI TITLE:Vice President Operations HOURS:28 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LESSLIE D WILLIAMS TITLE:Chief Information Officer HOURS:30 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN GROWERS ASSOCIATION | ||||||||||
| 17620 Fitch Street | Irvine | CA | 92614 | 951362030 | MEMBER SERV. | CA | 501(c)(6) | n/a | na | false |
| WESTERN GROWERS FOUNDATION | ||||||||||
| 17620 fitch street | irvine | CA | 92614 | 931201791 | FUNDRAISING | CA | 501(c)(3) | 7 | WGA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| western growers service corp | |||||||||||
| 17620 fitch street | irvine | CA | 92614 | 330783743 | dp/adm/insur | CA | WGA | c corp | 0 | 0 | 0.00000 |
| pinnacle claims management inc | |||||||||||
| 17620 fitch street | irvine | CA | 92614 | 330812456 | admin svcs | CA | WGA | c corp | 0 | 0 | 0.00000 |
| western growers financial services | |||||||||||
| 17620 fitch street | irvine | CA | 92614 | 912038676 | advisory svcs | CA | WGA | c corp | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |