Civic Intelligence

Helix Electric Health and Welfare Plan

990 • Fiscal year 2013 • EIN 33-0657114

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 04, 2014

Organization ProfileN/A
PO Box 8529892186

(858) 623-1207

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

21st percentile

-10%

Higher net margin than 21% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

87th percentile

$200,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

5th percentile

-37%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$1,320,824

Down $770,437 (-37%) from 2012

Net Assets

Down

$1,307,197

Down $748,040 (-36%) from 2012

Liabilities

Down

$13,627

Down $22,397 (-62%) from 2012

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin21st percentile

Revenue

$7,361,407

No earlier filing loaded for comparison.

Expenses

Up

$8,109,447

Up $845,920 (+12%) from 2012

Net Income

-$748,040

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,233,612Liabilities 2010: $30,193Net Assets 2010: $2,203,4192010Assets 2011: $2,139,975Liabilities 2011: $36,960Net Assets 2011: $2,103,0152011Assets 2012: $2,091,261Liabilities 2012: $36,024Net Assets 2012: $2,055,2372012Assets 2013: $1,320,824Liabilities 2013: $13,627Net Assets 2013: $1,307,1972013Assets 2014: $1,340,168Liabilities 2014: $13,746Net Assets 2014: $1,326,4222014Assets 2015: $1,285,317Liabilities 2015: $47,158Net Assets 2015: $1,238,1592015Assets 2016: $1,407,447Liabilities 2016: $77,120Net Assets 2016: $1,330,3272016Assets 2017: $1,422,435Liabilities 2017: $173,244Net Assets 2017: $1,249,1912017Assets 2018: $820,335Liabilities 2018: $117,166Net Assets 2018: $703,1692018Assets 2019: $1,265,156Liabilities 2019: $53,676Net Assets 2019: $1,211,4802019Assets 2020: $2,205,552Liabilities 2020: $53,676Net Assets 2020: $2,151,8762020Assets 2021: $2,039,604Liabilities 2021: $53,676Net Assets 2021: $1,985,9282021Assets 2022: $3,534,033Liabilities 2022: $721,481Net Assets 2022: $2,812,5522022Assets 2023: $2,052,110Liabilities 2023: $173,063Net Assets 2023: $1,879,0472023Assets 2024: $5,202,571Liabilities 2024: $2,266,352Net Assets 2024: $2,936,2192024

Highlighted filing

2013

Assets$1,320,824
Liabilities$13,627
Net Assets$1,307,197
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $5,408,1742010Expenses 2011: $5,656,9232011Expenses 2012: $7,263,5272012Revenue 2013: $7,361,407Expenses 2013: $8,109,447Net Income 2013: -$748,0402013Revenue 2014: $9,632,409Expenses 2014: $9,613,184Net Income 2014: $19,2252014Revenue 2015: $10,529,024Expenses 2015: $10,617,287Net Income 2015: -$88,2632015Revenue 2016: $13,238,242Expenses 2016: $13,146,074Net Income 2016: $92,1682016Revenue 2017: $15,629,326Expenses 2017: $15,710,462Net Income 2017: -$81,1362017Revenue 2018: $14,786,578Expenses 2018: $15,332,600Net Income 2018: -$546,0222018Revenue 2019: $16,282,417Expenses 2019: $15,774,106Net Income 2019: $508,3112019Revenue 2020: $18,131,290Expenses 2020: $17,663,361Net Income 2020: $467,9292020Revenue 2021: $20,413,301Expenses 2021: $20,309,512Net Income 2021: $103,7892021Revenue 2022: $20,660,703Expenses 2022: $19,834,079Net Income 2022: $826,6242022Revenue 2023: $24,441,632Expenses 2023: $25,375,137Net Income 2023: -$933,5052023Revenue 2024: $26,948,019Expenses 2024: $24,216,195Net Income 2024: $2,731,8242024

Highlighted filing

2013

Revenue$7,361,407
Expenses$8,109,447
Net Income-$748,040
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 4, 2014
Return Version
2013v3.0
Gross Receipts
$7,361,407
Mission and Program Overview

Mission

NONE

Voluntary employees beneficiary assoc for health,dental & life insurance. 1070 employees benefited.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,055,237$1,307,197▼ $748,040
Savings and Temporary Cash Investments$1,520,404$846,371▼ $674,033
Accounts Receivable$563,857$467,453▼ $96,404
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,091,261$1,320,824▼ $770,437
Other Assets Total$7,000$7,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$36,024$13,627▼ $22,397
Total Liabilities$36,024$13,627▼ $22,397
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,055,237$1,307,197▼ $748,040
Total Liabilities and Net Assets / Fund Balance$2,091,261$1,320,824▼ $770,437
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Gary ShekhterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,360,982
Investment Income
$425
Other Revenue
$0
Change in Net Assets
$-748,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,361,407
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,361,407
Total Revenue per Form 990
$7,361,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,967
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$8,060,480--$8,060,480
Fees for Services Accounting-$11,436-$11,436
Other Expenses-$1,521-$1,521
Total Functional Expenses$8,060,480$48,967$0$8,109,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,131,844
Total Expenses per Audited Statements$8,131,844
Total Expenses per Form 990$8,109,447
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-22,397
Other Expense Adjustments$-22,397
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gary ShekhterOWNS 100% OF HELIX ELECTRIC, INC & SUBSIDIARY-No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The executive director reviews the form 990.”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public upon written request.”

Filing and Contact Details

Filer

EIN
33-0657114
Phone
8586231207

Signing Officer

Name
Gary Shekhter
Title
President
Phone
8586231207
Signed
2014-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Shekhter
Formed
1995
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Dan Lavis
Phone
6192381077
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change on the oversight or selection process during the tax year.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Net change in accrued claims payable -22,397.”

Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/GrossReceiptsAmt07361407
IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0425
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0425
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt02055237
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IRS990/ReconcilationRevenueExpnssAmt0-748040
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET CHANGE IN ACCRUED CLAIMS PAYABLE -22,397.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WAS NO CHANGE ON THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08586231207
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953159181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEVITZACKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10701 B STREET SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092101
ReturnHeader/PreparerPersonGrp/PhoneNum06192381077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN LAVIS
ReturnHeader/ReturnTs02014-11-10T12:44:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,320,824
Liabilities
$13,627
Net assets
$1,307,197
Revenue
$7,361,407
Expenses
$8,109,447
Net income
-$748,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$2.27$2.94$26.9$24.2$2.73
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.17$1.88$24.4$25.4$0.93
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.72$2.81$20.7$19.8$0.83
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.05$1.99$20.4$20.3$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.05$2.15$18.1$17.7$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.05$1.21$16.3$15.8$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.12$0.70$14.8$15.3$0.55
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.17$1.25$15.6$15.7$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.08$1.33$13.2$13.1$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$10.5$10.6$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$9.63$9.61$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$7.36$8.11$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.04$2.06$7.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.04$2.10$5.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.03$2.20$5.41