Civic Intelligence

Alpha Mechanical Heating & Air Conditioning Inc Health Insurance Plan

990 • Fiscal year 2014 • EIN 33-0927441

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 10, 2015

Organization ProfileN/A
1011 Camino Del Rio SouthSan Diego, CA 92108

(619) 260-2660

Siviq Scores

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

Liabilities / Assets

91st percentile

0.86x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.17x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

53rd percentile

2.1%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

27%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$367,382

Down $57,831 (-14%) from 2013

Net Assets

Up

$51,245

Up $39,825 (+349%) from 2013

Liabilities

Down

$316,137

Down $97,656 (-24%) from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin53rd percentile

Revenue

Up

$1,858,551

Up $395,963 (+27%) from 2013

Expenses

Up

$1,818,726

Up $312,665 (+21%) from 2013

Net Income

Up

$39,825

Up $83,298 (+192%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$600K$400K$200K$0Assets 2010: $467,420Liabilities 2010: $291,061Net Assets 2010: $176,3592010Assets 2011: $237,145Liabilities 2011: $140,289Net Assets 2011: $96,8562011Assets 2012: $166,081Liabilities 2012: $111,188Net Assets 2012: $54,8932012Assets 2013: $425,213Liabilities 2013: $413,793Net Assets 2013: $11,4202013Assets 2014: $367,382Liabilities 2014: $316,137Net Assets 2014: $51,2452014Assets 2015: $331,390Liabilities 2015: $281,657Net Assets 2015: $49,7332015Assets 2016: $405,629Liabilities 2016: $288,623Net Assets 2016: $117,0062016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$367,382
Liabilities$316,137
Net Assets$51,245
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,275,0482010Expenses 2011: $716,6032011Expenses 2012: $545,7812012Revenue 2013: $1,462,588Expenses 2013: $1,506,061Net Income 2013: -$43,4732013Revenue 2014: $1,858,551Expenses 2014: $1,818,726Net Income 2014: $39,8252014Revenue 2015: $1,004,063Expenses 2015: $1,005,575Net Income 2015: -$1,5122015Revenue 2016: $1,123,130Expenses 2016: $971,455Net Income 2016: $151,6752016Revenue 2017: $2,416Expenses 2017: $71,196Net Income 2017: -$68,7802017

Highlighted filing

2014

Revenue$1,858,551
Expenses$1,818,726
Net Income$39,825
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 10, 2015
Return Version
2014v5.0
Gross Receipts
$1,858,551
Mission and Program Overview

Mission

To provide health benefits (medical, dental, chiropractic and vision) for eligible employees of alpha mechanical and their dependents. All covered employees are also eligible to receive life insurance benefits. These insurance products are funded by insurance contracts purchased by the plan.

To provide health benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$311,170$203,460▼ $107,710
Savings and Temporary Cash Investments$111,894$160,762▲ $48,868
Rtn Earn Endowment Incm Other Fnds$11,420$51,245▲ $39,825
Prepaid Expenses and Deferred Charges$2,149$3,160▲ $1,011
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$425,213$367,382▼ $57,831
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$276,058$214,112▼ $61,946
Other Liabilities$137,735$102,025▼ $35,710
Total Liabilities$413,793$316,137▼ $97,656
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,420$51,245▲ $39,825
Total Liabilities and Net Assets / Fund Balance$425,213$367,382▼ $57,831
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Ralph Van De MoereTrustee
Boris BarshakMember
Yevgenia Kerber 300Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,858,371
Investment Income
$180
Other Revenue
$0
Change in Net Assets
$39,825

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,858,551
Total Revenue per Audited Statements
$1,858,551
Total Revenue per Form 990
$1,858,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,605
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$1,711,121--$1,711,121
Fees for Services Management$59,389--$59,389
Fees for Services Legal$20,397--$20,397
Fees for Services Accounting$7,500--$7,500
Other Expenses$649--$649
Total Functional Expenses$1,818,726$0$0$1,818,726

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,909,949
Total Expenses per Audited Statements$1,909,949
Total Expenses per Form 990$1,818,726
Expenses Not Reported on Financial Statements$-91,223
Other Expense Adjustments$-91,223
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Boris BarshakCommittee MemberPlan Sponsor ShareholderNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Fund Balance$102,025
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 was reviewed by the governing board.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“In case of a conflict of interest issue, the governing board would review the situation. There have been no known conflicts of interest for the year ended december 31, 2014.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization will provide the governing documents, policies and financial statements to any participant who requests this information in writing. This information can be obtained in the form of pdf documents.”

Filing and Contact Details

Filer

Filer Name
Alpha Mechanical Heating & Air
EIN
33-0927441
Phone
6192602660
Address
1011 CAMINO DEL RIO SOUTH, SAN DIEGO, CA 92108

Signing Officer

Name
Ralph Van De Moere
Title
Trustee
Signed
2015-09-10
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Julie a Firl
Phone
6192947200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Plan is subject to routine audits by taxing authorities; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examination for years prior to 2011.”

Raw XML Appendix343 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Plan is subject to routine audits by taxing authorities; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examination for years prior to 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CASE OF A CONFLICT OF INTEREST ISSUE, THE GOVERNING BOARD WOULD REVIEW THE SITUATION. THERE HAVE BEEN NO KNOWN CONFLICTS OF INTEREST FOR THE YEAR ENDED DECEMBER 31, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PARTICIPANT WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA MECHANICAL HEATING & AIR
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ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,382
Liabilities
$316,137
Net assets
$51,245
Revenue
$1,858,551
Expenses
$1,818,726
Net income
$39,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.29$0.12$1.12$0.97$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.28$0.05$1.00$1.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.32$0.05$1.86$1.82$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.41$0.01$1.46$1.51$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.11$0.05$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.14$0.10$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.29$0.18$1.28