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Nonprofiteer
← MULTI-PLAN SERVICES AGENCY INC

Form 990 for tax year 2024

Filed by MULTI-PLAN SERVICES AGENCY INC.

Totals

Total revenue
$7,207,502
Total expenses
$7,207,502
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,470,376
Investment income
$708,594
Other revenue
$28,532
Total assets, end of year
$29,975,440
Total liabilities, end of year
$29,287,800
Net assets or fund balances, end of year
$687,640
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: SERVICE FEES

    total $6,470,376 · related or exempt $6,470,376

  • 3 · Investment income

    total $708,594 · excluded $708,594

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: NTF SHARED COSTS

    total $9,845 · related or exempt $9,845

  • 11b · Other revenue: BURIAL BENEFITS PROCESSING

    total $18,687 · related or exempt $18,687

  • 11e · Other revenue, total

    $28,532

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,417,566

  • 8 · Pension plan contributions

    total $369,674

  • 9 · Other employee benefits

    total $239,763

  • 10 · Payroll taxes

    total $92,544

  • 11a · Fees: management

    total $1,544,466

  • 11b · Fees: legal

    total $936,348

  • 11c · Fees: accounting

    total $2,067,458

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $8,000

  • 13 · Office expenses

    total $71,091

  • 14 · Information technology

    total $59,898

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $123,537

  • 17 · Travel

    total $7,037

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $5,457

  • 20 · Interest

    total $6,218

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $32,901

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $31,394

  • 24b · Other expenses: STORAGE

    total $111,423

  • 24c · Other expenses: DEPRECIATION & AMORTIZATION

    total $18,182

  • 24d · Other expenses: MISCELLANEOUS

    total $64,545

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,616,928 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $10,591,077 · end of year $29,805,554

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $125,667 · end of year $47,893

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $37,248 · end of year $36,350

  • 10a · Land, buildings and equipment: cost or other basis

    $169,519

  • 10b · Land, buildings and equipment: accumulated depreciation

    $145,637

  • 10c · Land, buildings and equipment, net

    beginning of year $39,032 · end of year $23,882

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $180,232 · end of year $61,761

  • 17 · Accounts payable and accrued expenses

    beginning of year $563,705 · end of year $330,712

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $47,338,839 · end of year $28,957,088

  • 29 · Capital stock, trust principal or current funds

    beginning of year $600,000 · end of year $600,000

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $87,640 · end of year $87,640

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • THE CORPORATION IS ORGANIZED AND OPERATED AS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PENSION TRUST FUND FOR OPERATING ENGINEERS AND THE OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND AND OTHER RELATED TRUST FUNDS. NOTWITHSTANDING ANY OF THE ABOVE STATEMENTS OF PURPOSES AND POWERS, THIS CORPORATION SHALL NOT, EXCEPT TO AN INSUBSTANTIAL DEGREE, ENGAGE IN ANY ACTIVITIES OR EXERCISE ANY POWERS THAT ARE NOT IN FURTHERANCE OF THE SPECIFIC PURPOSES OF THIS CORPORATION. NO SUBSTANTIAL PART OF THE ACTIVITIES OF THIS CORPORATION SHALL CONSIST OF CARRYING ON PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND THE CORPORATION SHALL NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGN (INCLUDING THE PUBLISHING OR DISTRIBUTION OF STATEMENTS) ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE. THE PROPERTY OF THIS CORPORATION IS IRREVOCABLY DEDICATED TO THE SPECIFIC PURPOSES OF THE CORPORATION AND NO PART OF THE NET INCOME OR ASSETS OF THIS CORPORATION SHALL EVER INURE TO THE BENEFIT OF ANY DIRECTOR, OFFICER, OR INDIVIDUAL MEMBER THEREOF OR TO THE BENEFIT OF ANY PRIVATE PERSON. UPON DISSOLUTION OR WINDING UP OF THE CORPORATION, ITS ASSETS REMAINING AFTER PAYMENT, OR PROVISION FOR PAYMENT, OF ALL DEBTS AND LIABILITIES OF THIS CORPORATION SHALL BE DISTRIBUTED TO ONE OR MORE TRUST FUNDS, MUTUAL BENEFIT CORPORATIONS, OR FOUNDATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR PROVIDING PENSION AND/OR HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND MAINTAINING TAX EXEMPT STATUS UNDER THE PROVISIONS OF THE CODE.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sonya Brown

    CORPORATE SECRETARY

    Total calculated
    $289,871
    From this org
    $217,168
    From related orgs
    $0
    Other
    $72,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,168
    Bonus
    $0
    Other
    $0
    Deferred
    $50,364
    Nontaxable benefits
    $22,339
    Filer's total
    $289,871

  • Esther Redmon

    MPSA Supervisor

    Total calculated
    $217,473
    From this org
    $144,770
    From related orgs
    $0
    Other
    $72,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,770
    Bonus
    $0
    Other
    $0
    Deferred
    $50,364
    Nontaxable benefits
    $22,339
    Filer's total
    $217,473

  • Sarah Lanphere

    FBO Supervisor

    Total calculated
    $205,368
    From this org
    $132,665
    From related orgs
    $0
    Other
    $72,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,665
    Bonus
    $0
    Other
    $0
    Deferred
    $50,364
    Nontaxable benefits
    $22,339
    Filer's total
    $205,368

  • Corinne Parras

    Fringe Benefits Field Rep II

    Total calculated
    $184,776
    From this org
    $112,073
    From related orgs
    $0
    Other
    $72,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,073
    Bonus
    $0
    Other
    $0
    Deferred
    $50,364
    Nontaxable benefits
    $22,339
    Filer's total
    $184,776

  • Jim Murray

    Co-Chief Executive Officer

    Total calculated
    $0
    Hours/week
    1

  • Thomas Holsman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dan Reding

    Co-Chief Executive Officer

    Total calculated
    $0
    Hours/week
    1 + 48 related

  • Kevin Albanese

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Justin Diston

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 48 related

  • Nate Tucker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 48 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Part I, Line 1b:
THE ORGANIZATION HAS A WRITTEN REIMBURSEMENT POLICY FOR TRAVEL ACCEPTED BY THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202523149349303942

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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