Los Angeles County Schools Joint Benefits Tr 040192, Berry Kenneth Adm in Pasadena, California (CA)

Los Angeles County Schools Joint Benefits Tr 040192, Berry Kenneth Adm
Employer Identification Number (EIN)	943191005
Name of Organization	Los Angeles County Schools Joint Benefits Tr 040192
Secondary Name	Berry Kenneth Adm
Address	35 N Lake Ave, Pasadena, CA 91101-4110
Activities	Sick, accident, death, or similar benefits
Subsection	Voluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date	05/1994
Deductibility	Contributions are not deductible
Foundation	All organizations except 501(c)(3)
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	09/2006
Assets	$10,000,000 to $49,999,999
Income	$10,000,000 to $49,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$13,894,251
Amount of Income	$37,884,119
Form 990 Revenue Amount	$37,884,119
National Taxonomy of Exempt Entities (NTEE)	Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Government)

Non-representatives - add comments:

Amount of income in 2006: $37,884,119

Los Angeles County Schools Joint Benefits Tr 040192, Berry Kenneth Adm:	$37,884,119
Other organizations performing similar types of work:	$3,748,236

Assets in 2006: $13,894,251

Los Angeles County Schools Joint Benefits Tr 040192, Berry Kenneth Adm:	$13,894,251
Other organizations performing similar types of work:	$5,565,311

Expenses in 2006: $6,248,203

This organization:	$6,248,203
Other organizations performing similar types of work:	$1,791,553

Income to expenses ratio in 2006: 1.3

This organization:	1.3
Other organizations performing similar types of work:	1.3

Financial snapshot ($)

Revenue for 2006

Assets at end of 2006

Income-Producing Activities for 2006

	2000	2001	2003	2004	2005	2006
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$30,844,944	$31,588,496	$34,389,789	$34,806,989	$37,884,119	$7,970,749
Contributions, gifts, grants, and similar amounts received	$0	$0	$0	$0	$0	$0
Contributions to donor advised funds						$0
Direct public support	$0	$0	$0	$0	$0	$0
Indirect public support	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$0	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$30,748,061	$31,493,956	$34,358,122	$34,693,121	$37,540,181	$7,453,670
Membership dues and assessments	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$0	$0	$31,621	$111,308	$343,938	$517,079
Dividends and interest from securities	$145,059	$94,540	$46	$0	$0	$0
Net rental income or (loss)	$0	$0	$0	$0	$0	$0
Gross rents	$0	$0	$0	$0	$0	$0
Less: rental expenses	$0	$0	$0	$0	$0	$0
Other investment income	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$-48,176	$0	$0	$2,560	$0	$0
Gross amount from sales of assets other than inventory	$1,197,849	$0	$0	$21,221	$0	$0
Less: cost or other basis and sales expenses	$1,246,025	$0	$0	$18,661	$0	$0
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0	$0	$0
Total expenses	$29,346,636	$29,443,334	$35,098,513	$32,066,212	$33,986,694	$6,248,203
Program services	$0	$0	$0	$0	$0	$0
Management and general	$0	$0	$0	$0	$0	$0
Fundraising	$0	$0	$0	$0	$0	$0
Payments to affiliates	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$2,063,811	$4,223,575	$3,176,455	$5,208,183	$9,105,608	$10,828,154
Excess or (deficit) for the year	$1,498,308	$2,145,162	$-708,724	$2,740,777	$3,897,425	$1,722,546
Net assets or fund balances at beginning of year	$515,842	$2,063,811	$3,733,123	$3,176,455	$5,208,183	$9,105,608
Other changes in net assets or fund balances	$49,661	$14,602	$152,056	$-709,049	$0	$0

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2006)
Total functional expenses	$6,248,203	$0	$0	$0
Grants paid from donor advised funds		$0
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$5,919,754
Compensation of current officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$0	$0	$0	$0
Pension plan contributions not included above	$0	$0	$0	$0
Employee benefits not included above	$0	$0	$0	$0
Payroll taxes	$0	$0	$0	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$25,369	$0	$0	$0
Legal fees	$42,964	$0	$0	$0
Supplies	$0	$0	$0	$0
Telephone	$0	$0	$0	$0
Postage and shipping	$0	$0	$0	$0
Occupancy	$0	$0	$0	$0
Equipment rental and maintenance	$0	$0	$0	$0
Printing and publications	$5,838	$0	$0	$0
Travel	$0	$0	$0	$0
Conferences, conventions, and meetings	$1,625	$0	$0	$0
Interest	$0	$0	$0	$0
Depreciation, depletion, etc.	$0	$0	$0	$0
Other expenses not covered above	$252,653	$0	$0	$0

	2000	2001	2003	2004	2005	2006
Balance Sheets
Total assets	$7,355,611	$9,706,475	$8,071,506	$9,945,878	$13,894,251	$11,005,967
Cash - non-interest-bearing	$0	$0	$0	$41,289	$32,036	$13,269
Savings and temporary cash investments	$0	$0	$1,557,854	$6,240,371	$9,985,485	$10,807,314
Accounts receivable less allowance for doubtful accounts	$5,094,000	$3,268,415	$3,529,550	$3,581,632	$3,794,155	$123,000
Pledges receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0
Grants receivable	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)						$0
Other notes and loans receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0
Inventories for sale or use	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$26,800	$26,800	$38,735	$34,479	$34,468	$29,250
Investments - publicly-traded securities						$0
Investments - other securities	$2,053,309	$6,229,758	$2,397,440	$0	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0
Investments - other	$0	$0	$0	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0
Other assets, including program-related investments	$181,502	$181,502	$547,927	$48,107	$48,107	$33,134
Total liabilities	$5,291,800	$5,482,900	$4,895,051	$4,737,695	$4,788,643	$177,813
Accounts payable and accrued expenses	$2,820,000	$2,761,400	$1,832,146	$1,441,095	$4,788,643	$177,813
Grants payable	$0	$0	$0	$0	$0	$0
Deferred revenue	$0	$0	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0
Mortgages and other notes payable	$0	$0	$0	$0	$0	$0
Other liabilities	$2,471,800	$2,721,500	$3,062,905	$3,296,600	$0	$0
Total liabilities and net assets/fund balances	$7,355,611	$9,706,475	$8,071,506	$9,945,878	$13,894,251	$11,005,967
Total net assets or fund balances	$2,063,811	$4,223,575	$3,176,455	$5,208,183	$9,105,608	$10,828,154

	2000	2001	2003	2004	2005	2006
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$0	$0	$0	$0	$0	$0
Total revenue, gains, and other support per audited financial statements	$0	$0	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0	$0	$0
Net unrealized gains on investments	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0

	2000	2001	2003	2004	2005	2006
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$0	$0	$0	$0	$0	$0
Total expenses and losses per audited financial statements	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0

Current Officers, Directors, Trustees, and Key Employees

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	No
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	0

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2006)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$517,079	$7,453,670
Program service revenue
Program service revenue 1	000000	$0	00	$0	$6,708,303
Program service revenue 2	000000	$0	00	$0	$745,367
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$517,079	$0
Dividends and interest from securities	000000	$0	00	$0	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	00	$0	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Total number of other employees paid over $50,000	0

Total number of other employees paid over $50,000

Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is

	1999	2000	2002	2003	2004	2005
Support Schedule
Total	$0	$0	$0	$0	$0	$0
Gifts, grants, and contributions received	$0	$0	$0	$0	$0	$0
Membership fees received	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$0	$0	$0	$0	$0	$0
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Californias Valued Trust	520 E Herndon Ave, Fresno, CA 93720-2907	CA	1988-03	$584,131,194
2	Southern California Schools Voluntary Employees Benefits Assoc	8885 Rio San Diego Dr Ste 300, San Diego, CA 92108-1627	CA	1993-09	$551,091,380
3	Ccpoa Insurance Division Trust	2515 Venture Oaks Way Ste 200, Sacramento, CA 95833-4235	CA	1986-02	$252,268,155
4	Los Angeles Police Relief Association Inc	600 N Grand Ave, Los Angeles, CA 90012-2212	CA	1980-09	$217,198,442
5	Cahp Health Benefits Trust	2030 V St, Sacramento, CA 95818-1730	CA	1982-02	$149,745,444
6	Metropolitan Employees Benefits Ass Ociation Trust, Brea Olinda High School	4371 Latham Street, Riverside, CA 92501-1706	CA	1995-10	$96,059,169
7	Los Angeles Firemens Relief Association	815 Colorado Blvd, Los Angeles, CA 90041-1720	CA	1945-01	$80,239,779
8	Los Angeles County Fire Fighters Local 1014	3460 Fletcher Ave, El Monte, CA 91731-3002	CA	1993-12	$73,306,512
9	Schools Of California Employee Employer Trust	8885 Rio San Diego Dr 300, San Diego, CA 92108-1627	CA	1988-08	$67,519,471
10	Los Angeles County Schools Joint Benefits Tr 040192, Berry Kenneth Adm	35 N Lake Ave, Pasadena, CA 91101-4110	CA	1994-05	$37,884,119
11	Bay Area Schools Insurance Coop Trust	San Francisco, CA 94120	CA		$30,759,109
12	Chp 11 99 Foundation, California Hwy Patrol 11-99 Fndt	2244 N State College Blvd, Fullerton, CA 92831-1361	CA	1985-07	$30,582,033
13	Montebello Teachers Association Retiree Supplemental Health Plan	918 W Whittier Blvd, Montebello, CA 90640-4738	CA	1988-05	$28,905,547
14	San Diego County Teamsters-Employers Insurance Trus	2831 Camino Del Rio S Ste 207, San Diego, CA 92108-3828	CA	1972-09	$24,783,108
15	United Firefighters Of La City Local 112	1571 Beverly Blvd, Los Angeles, CA 90026-5704	CA	1995-11	$24,315,456
16	California Teachers Association Economic Benefits Trust, Board Of Trustees Of Cta Mem Ttee	PO BOX 921, Burlingame, CA 94011-0921	CA	1995-11	$18,846,699
17	Elk Grove Benefits Employee Retirement Trust	9297 Office Park Circle, Elk Grove, CA 95758-8071	CA	1997-01	$17,333,766
18	Los Angeles Police Retirement Benefit And Insurance Association	600 N Grand Ave, Los Angeles, CA 90012-2212	CA	1937-02	$14,803,176
19	Snohomish County Pud Voluntary Employees Beneficiary Association	PO BOX 1107, Everett, WA 98206-1107	WA	2001-09	$19,913,032
20	City Of Irving Texas Voluntary Employees Beneficiary Assc Trust	5323 Spring Valley Rd Ste 300, Dallas, TX 75254-2416	TX	2000-03	$0

Number of organizations performing similar types of work

Alaska	1
Arkansas	1
Arizona	1
California	35
Colorado	2
Connecticut	1
District of Columbia	3
Delaware	1
Florida	7
Hawaii	2
Illinois	4
Indiana	2
Kansas	8
Massachusetts	8
Maryland	5
Maine	5
Michigan	2
Minnesota	23
Missouri	5

Mississippi	1
Montana	1
North Carolina	2
North Dakota	2
Nebraska	1
New Hampshire	2
New Jersey	23
Nevada	5
New York	36
Ohio	8
Oregon	4
Pennsylvania	26
Rhode Island	2
Texas	6
Utah	1
Virginia	4
Washington	6
Wisconsin	7
Wyoming	1

Total

254

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