Civic Intelligence

Alpha Mechanical Heating & Air Conditioning Inc Health Insurance Plan

990 • Fiscal year 2015 • EIN 33-0927441

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 12, 2016

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

90th percentile

0.85x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.28x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

42nd percentile

-0.2%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

25th percentile

-9.8%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$331,390

Down $35,992 (-9.8%) from 2014

Net Assets

Down

$49,733

Down $1,512 (-3.0%) from 2014

Liabilities

Down

$281,657

Down $34,480 (-11%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin42nd percentile

Revenue

Down

$1,004,063

Down $854,488 (-46%) from 2014

Expenses

Down

$1,005,575

Down $813,151 (-45%) from 2014

Net Income

Down

-$1,512

Down $41,337 (-104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2015

Assets$331,390
Liabilities$281,657
Net Assets$49,733
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$1,004,063
Expenses$1,005,575
Net Income-$1,512
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 12, 2016
Return Version
2015v2.0
Gross Receipts
$1,004,063
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
Savings and Temporary Cash Investments$160,762$184,204▲ $23,442
Accounts Receivable$203,460$144,033▼ $59,427
Rtn Earn Endowment Incm Other Fnds$51,245$49,733▼ $1,512
Prepaid Expenses and Deferred Charges$3,160$3,153▼ $7
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$367,382$331,390▼ $35,992
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$214,112$151,726▼ $62,386
Other Liabilities$102,025$129,931▲ $27,906
Total Liabilities$316,137$281,657▼ $34,480
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,245$49,733▼ $1,512
Total Liabilities and Net Assets / Fund Balance$367,382$331,390▼ $35,992
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Ralph Van De MoereTrustee
Boris BarshakMember
Yevgenia KerberMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,003,969
Investment Income
$94
Other Revenue
$0
Change in Net Assets
$-1,512

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,004,063
Total Revenue per Audited Statements
$1,004,063
Total Revenue per Form 990
$1,004,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,778
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$908,797--$908,797
Fees for Services Management$55,748--$55,748
Fees for Services Legal$16,605--$16,605
Fees for Services Accounting$7,500--$7,500
Other Expenses$845--$845
Total Functional Expenses$1,005,575$0$0$1,005,575

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,039,130
Total Expenses per Audited Statements$1,039,130
Total Expenses per Form 990$1,005,575
Expenses Not Reported on Financial Statements$-33,555
Other Expense Adjustments$-33,555
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$129,931
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, 2015.”

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
2016-10-12
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 2012.”

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 2012.
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, 2015.
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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,390
Liabilities
$281,657
Net assets
$49,733
Revenue
$1,004,063
Expenses
$1,005,575
Net income
-$1,512
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